BWM
GTM

BerganKDV Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

BerganKDV 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
Q4 		– Sell
-4
Closed – – 1118
2022
Q3 		$0 Buy
+4
New +$170 ﹤0.01% 1084

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BerganKDV Wealth Management's GTM Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 4 shares.

BerganKDV Wealth Management first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4 ZoomInfo Technologies shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's ZoomInfo Technologies position peaked at $0 in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.