Benjamin F. Edwards & Company’s ZoomInfo Technologies GTM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$56K	Buy	4,364 +309	+8%	+$4.32K	﹤0.01%	1304
2024 Q1	$65K	Buy	4,055 +109	+3%	+$1.77K	﹤0.01%	1228
2023 Q4	$73K	Buy	3,946 +3,746	+1,873%	+$58.7K	﹤0.01%	1163
2023 Q3	$3K	Hold	200	–	–	﹤0.01%	1647
2023 Q2	$5K	Hold	200	–	–	﹤0.01%	1572
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	1564
2022 Q4	$6K	Hold	200	–	–	﹤0.01%	1546
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	1448
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	1480
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	1331
2021 Q4	$13K	Sell	200 -15	-7%	-$1K	﹤0.01%	1330
2021 Q3	$13K	Sell	215 -1,022	-83%	-$61.1K	﹤0.01%	1333
2021 Q2	$65K	Buy	1,237 +1,022	+475%	+$48K	﹤0.01%	961
2021 Q1	$11K	Sell	215 -20	-9%	-$1K	﹤0.01%	1344
2020 Q4	$11K	Buy	+235	New	+$10.1K	﹤0.01%	1269

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Benjamin F. Edwards & Company's GTM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its ZoomInfo Technologies (GTM) stake by 7.6% in Q2 2024, buying an estimated $4.32K and bringing the position to 4,364 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Benjamin F. Edwards & Company first reported a position in GTM in Q4 2020 and has held it in 15 quarters since. The position peaked at $73K in Q4 2023. 342 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

Benjamin F. Edwards & Company held 4,364 shares of ZoomInfo Technologies worth $56K as of Q2 2024.
Benjamin F. Edwards & Company bought 309 ZoomInfo Technologies shares in Q2 2024, an estimated $4.32K.
ZoomInfo Technologies made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1304 holding.
Benjamin F. Edwards & Company first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 15 quarters since.
Benjamin F. Edwards & Company's ZoomInfo Technologies position peaked at $73K in Q4 2023.
342 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.