Advisory Alpha’s ZoomInfo Technologies GTM Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-75	Closed	-$3K	–	677
2020 Q3	$3K	Buy	+75	New	+$2.94K	﹤0.01%	592

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advisory Alpha's GTM Position: Q4 2020 in Review

Advisory Alpha sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 75 shares — an estimated $3K sold.

Advisory Alpha first reported a position in GTM in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

Advisory Alpha reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 75 ZoomInfo Technologies shares in Q4 2020, an estimated $3K.
Advisory Alpha first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 1 quarter.
Advisory Alpha's ZoomInfo Technologies position peaked at $3K in Q3 2020.
170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.