AWS
GTM

Atria Wealth Solutions’s ZoomInfo Technologies GTM Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-7,621
Closed -$317K – 1895
2022
Q3 		$317K Buy
+7,621
New +$324K 0.01% 1263

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CG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Atria Wealth Solutions's GTM Position: Q4 2022 in Review

Atria Wealth Solutions sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 7,621 shares — an estimated $317K sold.

Atria Wealth Solutions first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $317K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Atria Wealth Solutions reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,621 ZoomInfo Technologies shares in Q4 2022, an estimated $317K.
  • Atria Wealth Solutions first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's ZoomInfo Technologies position peaked at $317K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.