TrueWealth LLC’s Zoom ZM Stock Holding History

TrueWealth LLC’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1K	Sell	2 -205	-99%	-$36.9K	﹤0.01%	699
2020 Q1	$30K	Buy	+207	New	+$20.4K	0.01%	310

Other funds holding ZM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TrueWealth LLC's ZM Position: Q2 2020 in Review

TrueWealth LLC reduced its Zoom (ZM) stake by 99% in Q2 2020, selling an estimated $36.9K and leaving 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

TrueWealth LLC first reported a position in ZM in Q1 2020 and has held it in 2 quarters since. The position peaked at $30K in Q1 2020. 715 funds tracked by Wall St. Rank hold ZM as of Q2 2020.

TrueWealth LLC held 2 shares of Zoom worth $1K as of Q2 2020.
TrueWealth LLC sold 205 Zoom shares in Q2 2020, an estimated $36.9K.
Zoom made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #699 holding.
TrueWealth LLC first reported a position in Zoom in Q1 2020 and has held it in 2 quarters since.
TrueWealth LLC's Zoom position peaked at $30K in Q1 2020.
715 funds tracked by Wall St. Rank held Zoom as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.