AAM
GTM

Advisors Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Advisors Asset 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
2025
Q2 		– Sell
-1,643
Closed -$16.4K – 1548
2025
Q1 		$16.4K Sell
1,643
-1,929
-54% -$20.2K ﹤0.01% 1374
2024
Q4 		$37.5K Sell
3,572
-888
-20% -$9.49K ﹤0.01% 1340
2024
Q3 		$46K Sell
4,460
-769
-15% -$8.05K ﹤0.01% 1307
2024
Q2 		$66.8K Buy
5,229
+265
+5% +$3.71K ﹤0.01% 1252
2024
Q1 		$79.6K Buy
4,964
+1,547
+45% +$25.2K ﹤0.01% 1241
2023
Q4 		$63.2K Buy
3,417
+1,507
+79% +$23.6K ﹤0.01% 1255
2023
Q3 		$31.3K Buy
1,910
+876
+85% +$17.9K ﹤0.01% 1324
2023
Q2 		$26.3K Sell
1,034
-770
-43% -$18.2K ﹤0.01% 1344
2023
Q1 		$44.6K Sell
1,804
-1,600
-47% -$41.1K ﹤0.01% 1315
2022
Q4 		$102K Sell
3,404
-1,274
-27% -$44K ﹤0.01% 1239
2022
Q3 		$195K Sell
4,678
-521
-10% -$22.1K ﹤0.01% 1149
2022
Q2 		$173K Sell
5,199
-211
-4% -$9.31K ﹤0.01% 1188
2022
Q1 		$323K Buy
5,410
+2,006
+59% +$108K 0.01% 1120
2021
Q4 		$219K Buy
3,404
+2,090
+159% +$140K ﹤0.01% 1223
2021
Q3 		$80K Buy
+1,314
New +$78.6K ﹤0.01% 1321

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advisors Asset Management's GTM Position: Q2 2025 in Review

Advisors Asset Management sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 1,643 shares — an estimated $16.4K sold.

Advisors Asset Management first reported a position in GTM in Q3 2021 and held it in 15 quarters. The position peaked at $323K in Q1 2022. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Advisors Asset Management reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,643 ZoomInfo Technologies shares in Q2 2025, an estimated $16.4K.
  • Advisors Asset Management first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 15 quarters.
  • Advisors Asset Management's ZoomInfo Technologies position peaked at $323K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Advisors Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.