Sugarloaf Wealth Management’s Zoom ZM Stock Holding History

Sugarloaf 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
2023 Q1	–	Sell	-20	Closed	-$1.35K	–	788
2022 Q4	$1.35K	Sell	20 -142	-88%	-$10.8K	﹤0.01%	695
2022 Q3	$12K	Buy	162 +80	+98%	+$7.62K	﹤0.01%	506
2022 Q2	$9K	Hold	82	–	–	﹤0.01%	542
2022 Q1	$10K	Hold	82	–	–	﹤0.01%	494
2021 Q4	$15K	Hold	82	–	–	﹤0.01%	470
2021 Q3	$21K	Hold	82	–	–	0.01%	420
2021 Q2	$32K	Hold	82	–	–	0.01%	341
2021 Q1	$26	Hold	82	–	–	0.01%	365
2020 Q4	$28K	Buy	82 +2	+3%	+$892	0.01%	333
2020 Q3	$38K	Sell	80 -55	-41%	-$17.6K	0.01%	265
2020 Q2	$34K	Buy	135 +60	+80%	+$10.8K	0.01%	282
2020 Q1	$11K	Buy	+75	New	+$7.4K	﹤0.01%	427

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

Baillie Gifford & Co

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

Renaissance Technologies

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

Sumitomo Mitsui Trust Group

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

Fidelity Investments

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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