49 Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

49 Wealth Management’s Portfolio GTM Stock Details GTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,997	Closed	-$124K	–	196
2024 Q3	$124K	Sell	11,997 -791	-6%	-$8.28K	0.02%	169
2024 Q2	$162K	Sell	12,788 -557	-4%	-$7.79K	0.03%	144
2024 Q1	$214K	Buy	13,345 +1,360	+11%	+$22.1K	0.05%	112
2023 Q4	$222K	Buy	+11,985	New	+$188K	0.06%	104

Other funds holding GTM

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

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

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

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

49 Wealth Management's GTM Position: Q4 2024 in Review

49 Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 11,997 shares — an estimated $124K sold.

49 Wealth Management first reported a position in GTM in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q4 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

49 Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 11,997 ZoomInfo Technologies shares in Q4 2024, an estimated $124K.
49 Wealth Management first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 4 quarters.
49 Wealth Management's ZoomInfo Technologies position peaked at $222K in Q4 2023.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.