Beaird Harris Wealth Management’s ZeroStack Corp ZSTK Stock Holding History

Beaird Harris Wealth Management’s Portfolio ZSTK Stock Details ZSTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3	Closed	-$2K	–	749
2022 Q3	$2K	Hold	3	–	–	﹤0.01%	401
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	370
2022 Q1	$5K	Hold	3	–	–	﹤0.01%	423
2021 Q4	$4K	Buy	+3	New	+$8.22K	﹤0.01%	491

Other funds holding ZSTK

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Beaird Harris Wealth Management's ZSTK Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of ZeroStack Corp (ZSTK) in Q4 2022, closing a stake of 3 shares — an estimated $2K sold.

Beaird Harris Wealth Management first reported a position in ZSTK in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 39 funds tracked by Wall St. Rank hold ZSTK as of Q4 2022.

Beaird Harris Wealth Management reported no remaining ZeroStack Corp position as of Q4 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 3 ZeroStack Corp shares in Q4 2022, an estimated $2K.
Beaird Harris Wealth Management first reported a position in ZeroStack Corp in Q4 2021 and held it in 4 quarters.
Beaird Harris Wealth Management's ZeroStack Corp position peaked at $5K in Q1 2022.
39 funds tracked by Wall St. Rank held ZeroStack Corp as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.