SeaCrest Wealth Management’s Zoom ZM Stock Holding History

SeaCrest 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	-239	Closed	-$26K	–	1563
2022 Q2	$26K	Buy	+239	New	+$25.2K	﹤0.01%	1399
2021 Q3	–	Sell	-639	Closed	-$247K	–	726
2021 Q2	$247K	Sell	639 -36	-5%	-$12K	0.03%	567
2021 Q1	$217K	Buy	675 +40	+6%	+$14.7K	0.03%	582
2020 Q4	$214K	Sell	635 -104	-14%	-$46.4K	0.03%	547
2020 Q3	$347K	Buy	+739	New	+$236K	0.06%	344

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

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

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

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

SeaCrest Wealth Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 239 shares — an estimated $26K sold.

SeaCrest Wealth Management first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $347K in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

SeaCrest Wealth Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 239 Zoom shares in Q3 2022, an estimated $26K.
SeaCrest Wealth Management first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
SeaCrest Wealth Management's Zoom position peaked at $347K in Q3 2020.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.