Belpointe Asset Management’s Zoom ZM Stock Holding History

Belpointe 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
2023 Q2	–	Sell	-1,495	Closed	-$110K	–	3460
2023 Q1	$110K	Buy	1,495 +605	+68%	+$43.6K	0.01%	1246
2022 Q4	$60.3K	Buy	+890	New	+$67.6K	﹤0.01%	1498
2022 Q3	–	Sell	-924	Closed	-$101K	–	1245
2022 Q2	$101K	Buy	924 +35	+4%	+$3.69K	0.01%	1119
2022 Q1	$104K	Sell	889 -678	-43%	-$92.2K	0.01%	1203
2021 Q4	$288K	Sell	1,567 -463	-23%	-$109K	0.02%	736
2021 Q3	$530K	Sell	2,030 -158	-7%	-$53.3K	0.04%	494
2021 Q2	$847K	Sell	2,188 -394	-15%	-$131K	0.06%	332
2021 Q1	$829K	Sell	2,582 -1,214	-32%	-$447K	0.07%	289
2020 Q4	$1.25M	Sell	3,796 -590	-13%	-$263K	0.11%	214
2020 Q3	$2.06M	Sell	4,386 -2,843	-39%	-$909K	0.23%	94
2020 Q2	$1.83M	Sell	7,229 -220	-3%	-$39.6K	0.24%	83
2020 Q1	$1.09M	Buy	+7,449	New	+$735K	0.19%	122

Other funds holding ZM

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Belpointe Asset Management's ZM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Zoom (ZM) in Q2 2023, closing a stake of 1,495 shares — an estimated $110K sold.

Belpointe Asset Management first reported a position in ZM in Q1 2020 and held it in 12 quarters. The position peaked at $2.06M in Q3 2020. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Belpointe Asset Management reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,495 Zoom shares in Q2 2023, an estimated $110K.
Belpointe Asset Management first reported a position in Zoom in Q1 2020 and held it in 12 quarters.
Belpointe Asset Management's Zoom position peaked at $2.06M in Q3 2020.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.