American Portfolios Advisors’s ZoomInfo Technologies GTM Stock Holding History

American Portfolios 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
2022 Q3	$17.7K	Sell	425 -40	-9%	-$1.7K	﹤0.01%	2249
2022 Q2	$15.5K	Hold	465	–	–	﹤0.01%	2356
2022 Q1	$27.8K	Buy	465 +40	+9%	+$2.15K	﹤0.01%	2200
2021 Q4	$27.3K	Sell	425 -35	-8%	-$2.34K	﹤0.01%	2187
2021 Q3	$28.1K	Sell	460 -1,465	-76%	-$87.6K	﹤0.01%	2105
2021 Q2	$100K	Sell	1,925 -1,762	-48%	-$82.8K	﹤0.01%	1421
2021 Q1	$180K	Buy	3,687 +3,387	+1,129%	+$170K	0.01%	1069
2020 Q4	$14.5K	Buy	300 +25	+9%	+$1.08K	﹤0.01%	1961
2020 Q3	$11.8K	Buy	275 +122	+80%	+$4.78K	﹤0.01%	1917
2020 Q2	$7.81K	Buy	+153	New	+$7.31K	﹤0.01%	2039

Other funds holding GTM

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

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

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

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

American Portfolios Advisors's GTM Position: Q3 2022 in Review

American Portfolios Advisors reduced its ZoomInfo Technologies (GTM) stake by 8.6% in Q3 2022, selling an estimated $1.7K and leaving 425 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

American Portfolios Advisors first reported a position in GTM in Q2 2020 and has held it in 10 quarters since. The position peaked at $180K in Q1 2021. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

American Portfolios Advisors held 425 shares of ZoomInfo Technologies worth $17.7K as of Q3 2022.
American Portfolios Advisors sold 40 ZoomInfo Technologies shares in Q3 2022, an estimated $1.7K.
ZoomInfo Technologies made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2249 holding.
American Portfolios Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's ZoomInfo Technologies position peaked at $180K in Q1 2021.
421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.