Prentice Wealth Management’s Zoom ZM Stock Holding History

Prentice Wealth 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
2022 Q3	–	Sell	-4	Closed	–	–	183
2022 Q2	$0	Buy	+4	New	+$422	﹤0.01%	196
2021 Q4	–	Sell	-4	Closed	-$1K	–	322
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	339
2021 Q2	$2K	Sell	4 -8	-67%	-$2.66K	﹤0.01%	302
2021 Q1	$4K	Buy	+12	New	+$4.42K	﹤0.01%	283

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMA

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

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

Prentice Wealth Management's ZM Position: Q3 2022 in Review

Prentice Wealth Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 4 shares.

Prentice Wealth Management first reported a position in ZM in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Prentice Wealth Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 4 Zoom shares in Q3 2022.
Prentice Wealth Management first reported a position in Zoom in Q1 2021 and held it in 4 quarters.
Prentice Wealth Management's Zoom position peaked at $4K in Q1 2021.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.