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GTM

Belpointe Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-10,214
Closed -$101K – 1054
2024
Q4 		$101K Sell
10,214
-2,122
-17% -$22.7K 0.01% 834
2024
Q3 		$127K Buy
+12,336
New +$129K 0.01% 833
2023
Q2 		– Sell
-206
Closed -$5.09K – 3454
2023
Q1 		$5.09K Sell
206
-66
-24% -$1.69K ﹤0.01% 3009
2022
Q4 		$8.19K Buy
+272
New +$9.39K ﹤0.01% 2714

Other funds holding GTM

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's GTM Position: Q1 2025 in Review

Belpointe Asset Management sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 10,214 shares — an estimated $101K sold.

Belpointe Asset Management first reported a position in GTM in Q4 2022 and held it in 4 quarters. The position peaked at $127K in Q3 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Belpointe Asset Management reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 10,214 ZoomInfo Technologies shares in Q1 2025, an estimated $101K.
  • Belpointe Asset Management first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's ZoomInfo Technologies position peaked at $127K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.