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Baystate Wealth Management’s Zoom ZM Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$2.52K Sell
35
-95
-73% -$6.28K ﹤0.01% 1019
2023
Q3 		$9.09K Hold
130
– – ﹤0.01% 598
2023
Q2 		$8.82K Buy
+130
New +$8.69K ﹤0.01% 597
2022
Q4 		– Sell
-49
Closed -$4K – 995
2022
Q3 		$4K Hold
49
– – ﹤0.01% 677
2022
Q2 		$5K Hold
49
– – ﹤0.01% 677
2022
Q1 		$6K Sell
49
-51
-51% -$6.94K ﹤0.01% 647
2021
Q4 		$18K Buy
+100
New +$23.5K ﹤0.01% 489

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baystate Wealth Management's ZM Position: Q4 2023 in Review

Baystate Wealth Management reduced its Zoom (ZM) stake by 73% in Q4 2023, selling an estimated $6.28K and leaving 35 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Baystate Wealth Management first reported a position in ZM in Q4 2021 and has held it in 7 quarters since. The position peaked at $18K in Q4 2021. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Baystate Wealth Management held 35 shares of Zoom worth $2.52K as of Q4 2023.
  • Baystate Wealth Management sold 95 Zoom shares in Q4 2023, an estimated $6.28K.
  • Zoom made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1019 holding.
  • Baystate Wealth Management first reported a position in Zoom in Q4 2021 and has held it in 7 quarters since.
  • Baystate Wealth Management's Zoom position peaked at $18K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.