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	$26K	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 $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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

Sugarloaf Wealth Management's ZM Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Zoom (ZM) in Q1 2023, closing a stake of 20 shares — an estimated $1.35K sold.

Sugarloaf Wealth Management first reported a position in ZM in Q1 2020 and held it in 12 quarters. The position peaked at $38K in Q3 2020. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 20 Zoom shares in Q1 2023, an estimated $1.35K.
Sugarloaf Wealth Management first reported a position in Zoom in Q1 2020 and held it in 12 quarters.
Sugarloaf Wealth Management's Zoom position peaked at $38K in Q3 2020.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.