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Wilbanks Smith & Thomas Asset Management’s Zoom ZM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-542
Closed -$255K – 451
2020
Q3 		$255K Buy
+542
New +$173K 0.01% 335

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ZM Position: Q4 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Zoom (ZM) in Q4 2020, closing a stake of 542 shares — an estimated $255K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $255K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 542 Zoom shares in Q4 2020, an estimated $255K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Zoom position peaked at $255K in Q3 2020.
  • 937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.