AWP
GTM

Accretive Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Accretive Wealth Partners’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
Q2 		– Sell
-48,160
Closed -$776K – 137
2024
Q1 		$776K Buy
48,160
+861
+2% +$14K 0.34% 90
2023
Q4 		$875K Buy
47,299
+349
+0.7% +$5.47K 0.42% 83
2023
Q3 		$770K Buy
+46,950
New +$960K 0.46% 71

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accretive Wealth Partners's GTM Position: Q2 2024 in Review

Accretive Wealth Partners sold out of ZoomInfo Technologies (GTM) in Q2 2024, closing a stake of 48,160 shares — an estimated $776K sold.

Accretive Wealth Partners first reported a position in GTM in Q3 2023 and held it in 3 quarters. The position peaked at $875K in Q4 2023. 341 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

  • Accretive Wealth Partners reported no remaining ZoomInfo Technologies position as of Q2 2024 after selling out during the quarter.
  • Accretive Wealth Partners sold 48,160 ZoomInfo Technologies shares in Q2 2024, an estimated $776K.
  • Accretive Wealth Partners first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 3 quarters.
  • Accretive Wealth Partners's ZoomInfo Technologies position peaked at $875K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on Accretive Wealth Partners's 13F filing for Q2 2024, filed 5 Aug 2024.