AR
GTM

Advisory Research’s ZoomInfo Technologies GTM Stock Holding History

Advisory Research’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
2022
Q2 		– Sell
-16,174
Closed -$966K – 441
2022
Q1 		$966K Buy
+16,174
New +$868K 0.08% 186

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's GTM Position: Q2 2022 in Review

Advisory Research sold out of ZoomInfo Technologies (GTM) in Q2 2022, closing a stake of 16,174 shares — an estimated $966K sold.

Advisory Research first reported a position in GTM in Q1 2022 and held it in 1 quarter. The position peaked at $966K in Q1 2022. 363 funds tracked by Wall St. Rank hold GTM as of Q2 2022.

  • Advisory Research reported no remaining ZoomInfo Technologies position as of Q2 2022 after selling out during the quarter.
  • Advisory Research sold 16,174 ZoomInfo Technologies shares in Q2 2022, an estimated $966K.
  • Advisory Research first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 1 quarter.
  • Advisory Research's ZoomInfo Technologies position peaked at $966K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.