Arcadia Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Arcadia Investment 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
2024 Q4	–	Sell	-250	Closed	-$2.58K	–	324
2024 Q3	$2.58K	Hold	250	–	–	﹤0.01%	241
2024 Q2	$3.19K	Hold	250	–	–	﹤0.01%	292
2024 Q1	$4.01K	Hold	250	–	–	﹤0.01%	293
2023 Q4	$4.62K	Sell	250 -500	-67%	-$7.84K	﹤0.01%	297
2023 Q3	$12.3K	Hold	750	–	–	﹤0.01%	277
2023 Q2	$19K	Sell	750 -250	-25%	-$5.92K	﹤0.01%	275
2023 Q1	$24.7K	Hold	1,000	–	–	0.01%	273
2022 Q4	$30.1K	Sell	1,000 -400	-29%	-$13.8K	0.01%	248
2022 Q3	$58K	Buy	1,400 +130	+10%	+$5.52K	0.01%	182
2022 Q2	$42K	Hold	1,270	–	–	0.01%	208
2022 Q1	$76K	Hold	1,270	–	–	0.01%	181
2021 Q4	$82K	Buy	1,270 +220	+21%	+$14.7K	0.01%	184
2021 Q3	$64K	Hold	1,050	–	–	0.01%	183
2021 Q2	$55K	Hold	1,050	–	–	0.01%	197
2021 Q1	$51K	Hold	1,050	–	–	0.01%	195
2020 Q4	$51K	Hold	1,050	–	–	0.01%	182
2020 Q3	$45K	Buy	+1,050	New	+$41.2K	0.01%	195

Other funds holding GTM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Arcadia Investment Management's GTM Position: Q4 2024 in Review

Arcadia Investment Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 250 shares — an estimated $2.58K sold.

Arcadia Investment Management first reported a position in GTM in Q3 2020 and held it in 17 quarters. The position peaked at $82K in Q4 2021. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

Arcadia Investment Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
Arcadia Investment Management sold 250 ZoomInfo Technologies shares in Q4 2024, an estimated $2.58K.
Arcadia Investment Management first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 17 quarters.
Arcadia Investment Management's ZoomInfo Technologies position peaked at $82K in Q4 2021.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.