VFA
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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 $5.7T AUM 30.48% 1-Year Est. Return
AIM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return