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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125,956
Closed -$3.2M – 2086
2023
Q2 		$3.2M Buy
125,956
+54,744
+77% +$1.3M 0.02% 687
2023
Q1 		$1.76M Buy
+71,212
New +$1.83M 0.01% 847
2021
Q1 		– Sell
-11,723
Closed -$565K – 1583
2020
Q4 		$565K Buy
+11,723
New +$505K 0.01% 917

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
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
Wellington Management Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

AE Wealth Management's GTM Position: Q3 2023 in Review

AE Wealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 125,956 shares — an estimated $3.2M sold.

AE Wealth Management first reported a position in GTM in Q4 2020 and held it in 3 quarters. The position peaked at $3.2M in Q2 2023. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • AE Wealth Management reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 125,956 ZoomInfo Technologies shares in Q3 2023, an estimated $3.2M.
  • AE Wealth Management first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 3 quarters.
  • AE Wealth Management's ZoomInfo Technologies position peaked at $3.2M in Q2 2023.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.