BHWM
GTM

Beaird Harris Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-36
Closed -$460 – 716
2024
Q2 		$460 Buy
+36
New +$504 ﹤0.01% 629
2023
Q1 		– Sell
-163
Closed -$4.91K – 760
2022
Q4 		$4.91K Buy
+163
New +$5.63K ﹤0.01% 420

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Beaird Harris Wealth Management's GTM Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 36 shares — an estimated $460 sold.

Beaird Harris Wealth Management first reported a position in GTM in Q4 2022 and held it in 2 quarters. The position peaked at $4.91K in Q4 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 36 ZoomInfo Technologies shares in Q3 2024, an estimated $460.
  • Beaird Harris Wealth Management first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's ZoomInfo Technologies position peaked at $4.91K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.