BEI
GTM

Benjamin Edwards Inc’s ZoomInfo Technologies GTM Stock Holding History

Benjamin Edwards Inc’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
-1,736
Closed -$22K – 1208
2024
Q2 		$22K Sell
1,736
-138
-7% -$1.93K ﹤0.01% 582
2024
Q1 		$30K Buy
1,874
+69
+4% +$1.12K 0.01% 536
2023
Q4 		$33K Buy
1,805
+7
+0.4% +$110 0.01% 506
2023
Q3 		$29K Buy
1,798
+1
+0.1% +$20 0.01% 511
2023
Q2 		$46K Sell
1,797
-180
-9% -$4.26K 0.01% 470
2023
Q1 		$49K Buy
1,977
+248
+14% +$6.36K 0.01% 464
2022
Q4 		$52K Buy
1,729
+289
+20% +$9.98K 0.01% 415
2022
Q3 		$60K Buy
+1,440
New +$61.1K 0.02% 402

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

Benjamin Edwards Inc's GTM Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 1,736 shares — an estimated $22K sold.

Benjamin Edwards Inc first reported a position in GTM in Q3 2022 and held it in 8 quarters. The position peaked at $60K in Q3 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,736 ZoomInfo Technologies shares in Q3 2024, an estimated $22K.
  • Benjamin Edwards Inc first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 8 quarters.
  • Benjamin Edwards Inc's ZoomInfo Technologies position peaked at $60K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.