AJ Wealth Strategies’s ZoomInfo Technologies GTM Stock Holding History

AJ Wealth Strategies’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	$17M	Buy	669,646 +536,948	+405%	+$12.7M	0.82%	28
2023 Q1	$3.28M	Hold	132,698	–	–	0.17%	64
2022 Q4	$4M	Sell	132,698 -158,155	-54%	-$5.46M	0.21%	57
2022 Q3	$12.1M	Buy	290,853 +212,036	+269%	+$9M	0.71%	25
2022 Q2	$2.62M	Sell	78,817 -1,000	-1%	-$44.1K	0.14%	75
2022 Q1	$4.77M	Hold	79,817	–	–	0.24%	56
2021 Q4	$5.12M	Hold	79,817	–	–	0.24%	49
2021 Q3	$4.88M	Buy	79,817 +50,129	+169%	+$3M	0.26%	45
2021 Q2	$1.55M	Buy	+29,688	New	+$1.4M	0.09%	97

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

AJ Wealth Strategies's GTM Position: Q2 2023 in Review

AJ Wealth Strategies increased its ZoomInfo Technologies (GTM) stake by 405% in Q2 2023, buying an estimated $12.7M and bringing the position to 669,646 shares worth $17M. The position accounts for 0.82% of the portfolio, ranked #28.

AJ Wealth Strategies first reported a position in GTM in Q2 2021 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

AJ Wealth Strategies held 669,646 shares of ZoomInfo Technologies worth $17M as of Q2 2023.
AJ Wealth Strategies bought 536,948 ZoomInfo Technologies shares in Q2 2023, an estimated $12.7M.
ZoomInfo Technologies made up 0.82% of AJ Wealth Strategies's portfolio in Q2 2023, its #28 holding.
AJ Wealth Strategies first reported a position in ZoomInfo Technologies in Q2 2021 and has held it in 9 quarters since.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.