Pinnacle Financial Partners (Tennessee)’s Zoom ZM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q4	–	Sell	-630	Closed	-$44.1K	–	540
2023 Q3	$44.1K	Hold	630	–	–	﹤0.01%	438
2023 Q2	$42.8K	Hold	630	–	–	﹤0.01%	445
2023 Q1	$46.5K	Hold	630	–	–	﹤0.01%	433
2022 Q4	$42.7K	Hold	630	–	–	﹤0.01%	424
2022 Q3	$46K	Hold	630	–	–	﹤0.01%	411
2022 Q2	$68K	Hold	630	–	–	﹤0.01%	370
2022 Q1	$74K	Buy	+630	New	+$85.7K	﹤0.01%	376
2020 Q2	–	Sell	-642	Closed	-$94K	–	454
2020 Q1	$94K	Buy	+642	New	+$63.4K	0.01%	329

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s ZM Position: Q4 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Zoom (ZM) in Q4 2023, closing a stake of 630 shares — an estimated $44.1K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $94K in Q1 2020. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 630 Zoom shares in Q4 2023, an estimated $44.1K.
Pinnacle Financial Partners (Tennessee) first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
Pinnacle Financial Partners (Tennessee)'s Zoom position peaked at $94K in Q1 2020.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2023, filed 22 Jan 2024.