AW
GTM

Avion Wealth’s ZoomInfo Technologies GTM Stock Holding History

Avion Wealth’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
2026
Q1 		– Sell
-62
Closed – – 1647
2025
Q4 		$0 Hold
62
– – ﹤0.01% 1634
2025
Q3 		$0 Hold
62
– – ﹤0.01% 1590
2025
Q2 		$0 Buy
62
+5
+9% +$46 ﹤0.01% 1665
2025
Q1 		$0 Buy
+57
New +$598 ﹤0.01% 1393
2024
Q4 		– Sell
-57
Closed – – 1308
2024
Q3 		$0 Buy
57
+18
+46% +$188 ﹤0.01% 1368
2024
Q2 		$0 Sell
39
-71
-65% -$993 ﹤0.01% 1299
2024
Q1 		$2K Buy
110
+31
+39% +$505 ﹤0.01% 807
2023
Q4 		$1K Buy
79
+48
+155% +$753 ﹤0.01% 1035
2023
Q3 		$0 Buy
31
+7
+29% +$143 ﹤0.01% 1243
2023
Q2 		$0 Buy
+24
New +$568 ﹤0.01% 1071

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avion Wealth's GTM Position: Q1 2026 in Review

Avion Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 62 shares.

Avion Wealth first reported a position in GTM in Q2 2023 and held it in 10 quarters. The position peaked at $2K in Q1 2024. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Avion Wealth reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 62 ZoomInfo Technologies shares in Q1 2026.
  • Avion Wealth first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 10 quarters.
  • Avion Wealth's ZoomInfo Technologies position peaked at $2K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.