AI
GTM

Advent International’s ZoomInfo Technologies GTM Stock Holding History

Advent International’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
2021
Q1 		– Sell
-217,737
Closed -$10.5M – 19
2020
Q4 		$10.5M Hold
217,737
– – 0.52% 17
2020
Q3 		$9.36M Buy
217,737
+117,737
+118% +$4.62M 0.52% 17
2020
Q2 		$5.1M Buy
+100,000
New +$4.78M 0.27% 13

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advent International's GTM Position: Q1 2021 in Review

Advent International sold out of ZoomInfo Technologies (GTM) in Q1 2021, closing a stake of 217,737 shares — an estimated $10.5M sold.

Advent International first reported a position in GTM in Q2 2020 and held it in 3 quarters. The position peaked at $10.5M in Q4 2020. 180 funds tracked by Wall St. Rank hold GTM as of Q1 2021.

  • Advent International reported no remaining ZoomInfo Technologies position as of Q1 2021 after selling out during the quarter.
  • Advent International sold 217,737 ZoomInfo Technologies shares in Q1 2021, an estimated $10.5M.
  • Advent International first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 3 quarters.
  • Advent International's ZoomInfo Technologies position peaked at $10.5M in Q4 2020.
  • 180 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2021.

Based on Advent International's 13F filing for Q1 2021, filed 14 May 2021.