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 Q2	–	Sell	-200	Closed	-$23K	–	665
2022 Q1	$23K	Buy	+200	New	+$27.2K	﹤0.01%	622
2021 Q3	–	Sell	-200	Closed	-$77K	–	628
2021 Q2	$77K	Sell	200 -100	-33%	-$33.3K	﹤0.01%	479
2021 Q1	$96K	Hold	300	–	–	﹤0.01%	641
2020 Q4	$101K	Buy	+300	New	+$134K	0.01%	571
2020 Q3	–	Sell	-100	Closed	-$25K	–	2184
2020 Q2	$25K	Hold	100	–	–	﹤0.01%	985
2020 Q1	$12K	Buy	+100	New	+$9.87K	﹤0.01%	1047

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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.