BRWA
GTM

B. Riley Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-6,353
Closed -$380K – 1405
2022
Q1 		$380K Buy
+6,353
New +$341K 0.01% 907
2021
Q4 		– Sell
-11,342
Closed -$692K – 1503
2021
Q3 		$692K Buy
+11,342
New +$678K 0.02% 649
2020
Q4 		– Sell
-4,800
Closed -$207K – 1098
2020
Q3 		$207K Buy
4,800
+250
+5% +$9.8K 0.01% 834
2020
Q2 		$233K Buy
+4,550
New +$217K 0.02% 718

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's GTM Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2022, closing a stake of 6,353 shares — an estimated $380K sold.

B. Riley Wealth Advisors first reported a position in GTM in Q2 2020 and held it in 4 quarters. The position peaked at $692K in Q3 2021. 363 funds tracked by Wall St. Rank hold GTM as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,353 ZoomInfo Technologies shares in Q2 2022, an estimated $380K.
  • B. Riley Wealth Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's ZoomInfo Technologies position peaked at $692K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.