Bedel Financial Consulting’s Zoom ZM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-144	Closed	-$17K	–	950
2022 Q1	$17K	Hold	144	–	–	0.01%	579
2021 Q4	$26K	Sell	144 -25	-15%	-$5.88K	0.01%	518
2021 Q3	$44K	Buy	169 +50	+42%	+$16.9K	0.02%	398
2021 Q2	$46K	Hold	119	–	–	0.02%	389
2021 Q1	$38K	Hold	119	–	–	0.01%	407
2020 Q4	$40K	Buy	119 +20	+20%	+$8.92K	0.02%	344
2020 Q3	$47K	Sell	99 -36	-27%	-$11.5K	0.02%	310
2020 Q2	$34K	Buy	135 +30	+29%	+$5.4K	0.02%	330
2020 Q1	$15K	Buy	105 +50	+91%	+$4.93K	0.01%	426
2019 Q4	$4K	Hold	55	–	–	﹤0.01%	621
2019 Q3	$4K	Hold	55	–	–	﹤0.01%	600
2019 Q2	$5K	Buy	+55	New	+$4.52K	﹤0.01%	582

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

Morgan Stanley New York $1.89T AUM 35.08% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bedel Financial Consulting's ZM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Zoom (ZM) in Q2 2022, closing a stake of 144 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in ZM in Q2 2019 and held it in 12 quarters. The position peaked at $47K in Q3 2020. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Bedel Financial Consulting reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 144 Zoom shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in Zoom in Q2 2019 and held it in 12 quarters.
Bedel Financial Consulting's Zoom position peaked at $47K in Q3 2020.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.