Wealthcare Advisory Partners’s Zoom ZM Stock Holding History

Wealthcare Advisory Partners’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	-2,598	Closed	-$281K	–	635
2022 Q2	$281K	Buy	+2,598	New	+$274K	0.02%	447
2022 Q1	–	Sell	-1,311	Closed	-$241K	–	601
2021 Q4	$241K	Sell	1,311 -492	-27%	-$116K	0.01%	497
2021 Q3	$471K	Sell	1,803 -74	-4%	-$24.9K	0.03%	329
2021 Q2	$726K	Buy	1,877 +270	+17%	+$89.9K	0.05%	243
2021 Q1	$516K	Buy	1,607 +359	+29%	+$132K	0.04%	282
2020 Q4	$421K	Buy	1,248 +383	+44%	+$171K	0.04%	259
2020 Q3	$407K	Buy	+865	New	+$277K	0.04%	231
2020 Q2	–	Sell	-1,000	Closed	-$146K	–	1405
2020 Q1	$146K	Buy	+1,000	New	+$98.7K	0.02%	315

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

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthcare Advisory Partners's ZM Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,598 shares — an estimated $281K sold.

Wealthcare Advisory Partners first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $726K in Q2 2021. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,598 Zoom shares in Q3 2022, an estimated $281K.
Wealthcare Advisory Partners first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
Wealthcare Advisory Partners's Zoom position peaked at $726K in Q2 2021.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.