AWM
GTM

Avitas Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Avitas Wealth 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
2021
Q2 		– Sell
-13,439
Closed -$657K – 225
2021
Q1 		$657K Buy
+13,439
New +$675K 0.13% 173
2020
Q3 		– Sell
-4,563
Closed -$233K – 190
2020
Q2 		$233K Buy
+4,563
New +$218K 0.08% 163

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avitas Wealth Management's GTM Position: Q2 2021 in Review

Avitas Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2021, closing a stake of 13,439 shares — an estimated $657K sold.

Avitas Wealth Management first reported a position in GTM in Q2 2020 and held it in 2 quarters. The position peaked at $657K in Q1 2021. 200 funds tracked by Wall St. Rank hold GTM as of Q2 2021.

  • Avitas Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 13,439 ZoomInfo Technologies shares in Q2 2021, an estimated $657K.
  • Avitas Wealth Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 2 quarters.
  • Avitas Wealth Management's ZoomInfo Technologies position peaked at $657K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.