Welch & Forbes’s Zoom ZM Stock Holding History

Welch & Forbes’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
2021 Q4	–	Sell	-1,289	Closed	-$337K	–	399
2021 Q3	$337K	Buy	1,289 +32	+3%	+$10.8K	0.01%	330
2021 Q2	$486K	Buy	1,257 +25	+2%	+$8.33K	0.01%	295
2021 Q1	$396K	Sell	1,232 -13	-1%	-$4.79K	0.01%	310
2020 Q4	$420K	Buy	1,245 +13	+1%	+$5.8K	0.01%	292
2020 Q3	$579K	Hold	1,232	–	–	0.01%	238
2020 Q2	$312K	Buy	+1,232	New	+$222K	0.01%	291

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

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

Welch & Forbes's ZM Position: Q4 2021 in Review

Welch & Forbes sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,289 shares — an estimated $337K sold.

Welch & Forbes first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $579K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Welch & Forbes reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Welch & Forbes sold 1,289 Zoom shares in Q4 2021, an estimated $337K.
Welch & Forbes first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Welch & Forbes's Zoom position peaked at $579K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.