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Valeo Financial Advisors’s Zoom ZM Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-2,446
Closed -$264K – 549
2022
Q2 		$264K Buy
2,446
+9
+0.4% +$949 0.02% 377
2022
Q1 		$286K Buy
2,437
+127
+5% +$17.3K 0.01% 461
2021
Q4 		$425K Buy
2,310
+355
+18% +$83.5K 0.02% 346
2021
Q3 		$511K Buy
1,955
+92
+5% +$31K 0.03% 297
2021
Q2 		$721K Sell
1,863
-35
-2% -$11.7K 0.04% 205
2021
Q1 		$610K Sell
1,898
-71
-4% -$26.1K 0.03% 244
2020
Q4 		$664K Sell
1,969
-236
-11% -$105K 0.03% 210
2020
Q3 		$1.04M Sell
2,205
-288
-12% -$92.1K 0.09% 128
2020
Q2 		$632K Buy
2,493
+797
+47% +$143K 0.06% 164
2020
Q1 		$211K Buy
1,696
+825
+95% +$81.4K 0.02% 292
2019
Q4 		$59K Buy
871
+52
+6% +$3.58K 0.01% 592
2019
Q3 		$62K Buy
+819
New +$73.8K 0.01% 539

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's ZM Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,446 shares — an estimated $264K sold.

Valeo Financial Advisors first reported a position in ZM in Q3 2019 and held it in 12 quarters. The position peaked at $1.04M in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Valeo Financial Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,446 Zoom shares in Q3 2022, an estimated $264K.
  • Valeo Financial Advisors first reported a position in Zoom in Q3 2019 and held it in 12 quarters.
  • Valeo Financial Advisors's Zoom position peaked at $1.04M in Q3 2020.
  • 663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.