AWM
GTM

AE Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

AE Wealth Management’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125,956
Closed -$3.2M – 2081
2023
Q2 		$3.2M Buy
125,956
+54,744
+77% +$1.39M 0.02% 686
2023
Q1 		$1.76M Buy
+71,212
New +$1.76M 0.01% 845
2021
Q1 		– Sell
-11,723
Closed -$565K – 1559
2020
Q4 		$565K Buy
+11,723
New +$565K 0.01% 915