Washington Trust’s Zoom ZM Stock Holding History

Washington Trust’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
2024 Q1	–	Sell	-76	Closed	-$5.46K	–	881
2023 Q4	$5.46K	Hold	76	–	–	﹤0.01%	703
2023 Q3	$5.32K	Hold	76	–	–	﹤0.01%	679
2023 Q2	$5.16K	Hold	76	–	–	﹤0.01%	701
2023 Q1	$5.61K	Hold	76	–	–	﹤0.01%	709
2022 Q4	$5.15K	Hold	76	–	–	﹤0.01%	713
2022 Q3	$6K	Hold	76	–	–	﹤0.01%	706
2022 Q2	$8K	Hold	76	–	–	﹤0.01%	680
2022 Q1	$9K	Hold	76	–	–	﹤0.01%	686
2021 Q4	$14K	Hold	76	–	–	﹤0.01%	645
2021 Q3	$20K	Hold	76	–	–	﹤0.01%	693
2021 Q2	$29K	Hold	76	–	–	﹤0.01%	630
2021 Q1	$24K	Hold	76	–	–	﹤0.01%	645
2020 Q4	$26K	Hold	76	–	–	﹤0.01%	628
2020 Q3	$36K	Hold	76	–	–	﹤0.01%	510
2020 Q2	$19K	Hold	76	–	–	﹤0.01%	568
2020 Q1	$11K	Buy	+76	New	+$7.5K	﹤0.01%	660

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return