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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Washington Trust's ZM Position: Q1 2024 in Review

Washington Trust sold out of Zoom (ZM) in Q1 2024, closing a stake of 76 shares — an estimated $5.46K sold.

Washington Trust first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $36K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Washington Trust reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Washington Trust sold 76 Zoom shares in Q1 2024, an estimated $5.46K.
Washington Trust first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
Washington Trust's Zoom position peaked at $36K in Q3 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Washington Trust's 13F filing for Q1 2024, filed 23 Apr 2024.