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 $5.7T AUM 30.48% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return