West Oak Capital’s Zoom ZM Stock Holding History

West Oak Capital’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 Q4	–	Sell	-3	Closed	-$1K	–	336
2020 Q3	$1K	Sell	3 -1	-25%	-$320	﹤0.01%	294
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	297
2020 Q1	$1K	Buy	+4	New	+$395	﹤0.01%	280

Other funds holding ZM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Oak Capital's ZM Position: Q4 2020 in Review

West Oak Capital sold out of Zoom (ZM) in Q4 2020, closing a stake of 3 shares — an estimated $1K sold.

West Oak Capital first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

West Oak Capital reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
West Oak Capital sold 3 Zoom shares in Q4 2020, an estimated $1K.
West Oak Capital first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
West Oak Capital's Zoom position peaked at $1K in Q3 2020.
938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.