Sage Private Wealth Group’s Zoom ZM Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-15	Closed	-$1K	–	190
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	186
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	162
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	166
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	166
2021 Q3	$4K	Hold	15	–	–	0.01%	162
2021 Q2	$6K	Hold	15	–	–	0.01%	149
2021 Q1	$5K	Hold	15	–	–	0.01%	154
2020 Q4	$5K	Buy	+15	New	+$6.69K	0.01%	146

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

NAMA

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Sage Private Wealth Group's ZM Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Zoom (ZM) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Sage Private Wealth Group first reported a position in ZM in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Sage Private Wealth Group reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 15 Zoom shares in Q4 2022, an estimated $1K.
Sage Private Wealth Group first reported a position in Zoom in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Zoom position peaked at $6K in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.