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	–	1370
2023 Q1	$216K	Buy	+2,922	New	+$211K	0.01%	1151
2022 Q4	–	Sell	-3,188	Closed	-$235K	–	1351
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	–	1118
2019 Q3	$332K	Buy	+4,358	New	+$393K	0.02%	723

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group

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

Norges Bank Oslo, Norway $935B AUM

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return