BCWM
GTM

Bartlett & Co Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-178
Closed -$5.92K – 1290
2022
Q2 		$5.92K Buy
+178
New +$7.85K ﹤0.01% 985
2021
Q3 		– Sell
-5
Closed -$261 – 1086
2021
Q2 		$261 Hold
5
– – ﹤0.01% 1053
2021
Q1 		$245 Hold
5
– – ﹤0.01% 1086
2020
Q4 		$241 Buy
+5
New +$215 ﹤0.01% 1189

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bartlett & Co Wealth Management's GTM Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 178 shares — an estimated $5.92K sold.

Bartlett & Co Wealth Management first reported a position in GTM in Q4 2020 and held it in 4 quarters. The position peaked at $5.92K in Q2 2022. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 178 ZoomInfo Technologies shares in Q3 2022, an estimated $5.92K.
  • Bartlett & Co Wealth Management first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's ZoomInfo Technologies position peaked at $5.92K in Q2 2022.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.