Advisory Resource Group’s ZoomInfo Technologies GTM Stock Holding History

Advisory Resource Group’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
2023 Q2	–	Sell	-24,732	Closed	-$611K	–	159
2023 Q1	$611K	Buy	24,732 +7,117	+40%	+$183K	0.17%	90
2022 Q4	$530K	Buy	17,615 +5,721	+48%	+$197K	0.16%	95
2022 Q3	$496K	Buy	11,894 +1,480	+14%	+$62.8K	0.16%	74
2022 Q2	$346K	Buy	10,414 +3,548	+52%	+$157K	0.11%	93
2022 Q1	$410K	Buy	+6,866	New	+$368K	0.13%	88
2021 Q4	–	Sell	-5,707	Closed	-$349K	–	165
2021 Q3	$349K	Sell	5,707 -603	-10%	-$36.1K	0.13%	90
2021 Q2	$329K	Buy	+6,310	New	+$297K	0.13%	92

Other funds holding GTM

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Resource Group's GTM Position: Q2 2023 in Review

Advisory Resource Group sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 24,732 shares — an estimated $611K sold.

Advisory Resource Group first reported a position in GTM in Q2 2021 and held it in 7 quarters. The position peaked at $611K in Q1 2023. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

Advisory Resource Group reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
Advisory Resource Group sold 24,732 ZoomInfo Technologies shares in Q2 2023, an estimated $611K.
Advisory Resource Group first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 7 quarters.
Advisory Resource Group's ZoomInfo Technologies position peaked at $611K in Q1 2023.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Advisory Resource Group's 13F filing for Q2 2023, filed 11 Jul 2023.