SPC
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Sigma Planning Corp’s Zoom ZM Stock Holding History

Sigma Planning Corp’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
-2,922
Closed -$216K – 1367
2023
Q1 		$216K Buy
+2,922
New +$211K 0.01% 1151
2022
Q4 		– Sell
-3,188
Closed -$235K – 1349
2022
Q3 		$235K Sell
3,188
-1,150
-27% -$109K 0.01% 1050
2022
Q2 		$468K Buy
4,338
+987
+29% +$104K 0.02% 783
2022
Q1 		$393K Sell
3,351
-1,090
-25% -$148K 0.01% 941
2021
Q4 		$817K Buy
4,441
+75
+2% +$17.6K 0.02% 627
2021
Q3 		$1.14M Buy
4,366
+217
+5% +$73.2K 0.03% 497
2021
Q2 		$1.61M Sell
4,149
-1,660
-29% -$553K 0.05% 390
2021
Q1 		$1.87M Buy
5,809
+593
+11% +$218K 0.06% 328
2020
Q4 		$1.76M Sell
5,216
-1,372
-21% -$612K 0.06% 301
2020
Q3 		$3.1M Buy
6,588
+2,066
+46% +$661K 0.12% 186
2020
Q2 		$1.15M Sell
4,522
-4,014
-47% -$722K 0.05% 350
2020
Q1 		$1.25M Buy
+8,536
New +$842K 0.07% 277
2019
Q4 		– Sell
-4,358
Closed -$332K – 1117
2019
Q3 		$332K Buy
+4,358
New +$393K 0.02% 723

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sigma Planning Corp's ZM Position: Q2 2023 in Review

Sigma Planning Corp sold out of Zoom (ZM) in Q2 2023, closing a stake of 2,922 shares — an estimated $216K sold.

Sigma Planning Corp first reported a position in ZM in Q3 2019 and held it in 13 quarters. The position peaked at $3.1M in Q3 2020. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Sigma Planning Corp reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 2,922 Zoom shares in Q2 2023, an estimated $216K.
  • Sigma Planning Corp first reported a position in Zoom in Q3 2019 and held it in 13 quarters.
  • Sigma Planning Corp's Zoom position peaked at $3.1M in Q3 2020.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.