AA
GTM

ALPS Advisors’s ZoomInfo Technologies GTM Stock Holding History

ALPS Advisors’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
-46,714
Closed -$1.19M – 1144
2023
Q2 		$1.19M Buy
46,714
+1,327
+3% +$31.4K 0.01% 433
2023
Q1 		$1.12M Sell
45,387
-19,575
-30% -$502K 0.01% 445
2022
Q4 		$1.96M Buy
64,962
+5,289
+9% +$183K 0.02% 302
2022
Q3 		$2.49M Sell
59,673
-563
-0.9% -$23.9K 0.02% 266
2022
Q2 		$2M Buy
+60,236
New +$2.66M 0.02% 319
2022
Q1 		– Sell
-5,534
Closed -$355K – 1016
2021
Q4 		$355K Buy
5,534
+110
+2% +$7.36K ﹤0.01% 770
2021
Q3 		$332K Buy
+5,424
New +$324K ﹤0.01% 832

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

ALPS Advisors's GTM Position: Q3 2023 in Review

ALPS Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 46,714 shares — an estimated $1.19M sold.

ALPS Advisors first reported a position in GTM in Q3 2021 and held it in 7 quarters. The position peaked at $2.49M in Q3 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • ALPS Advisors reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • ALPS Advisors sold 46,714 ZoomInfo Technologies shares in Q3 2023, an estimated $1.19M.
  • ALPS Advisors first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 7 quarters.
  • ALPS Advisors's ZoomInfo Technologies position peaked at $2.49M in Q3 2022.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.