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Retirement Planning Company of New England’s Zoom ZM Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-56
Closed -$10K – 926
2021
Q4 		$10K Buy
+56
New +$13.2K ﹤0.01% 654

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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 $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Retirement Planning Company of New England's ZM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Zoom (ZM) in Q1 2022, closing a stake of 56 shares — an estimated $10K sold.

Retirement Planning Company of New England first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 56 Zoom shares in Q1 2022, an estimated $10K.
  • Retirement Planning Company of New England first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Zoom position peaked at $10K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.