BF
GTM

BOK Financial’s ZoomInfo Technologies GTM Stock Holding History

BOK Financial’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
Q3 		– Sell
-41,937
Closed -$1.39M – 947
2022
Q2 		$1.39M Buy
41,937
+5,931
+16% +$262K 0.03% 448
2022
Q1 		$2.15M Buy
36,006
+2,782
+8% +$149K 0.04% 387
2021
Q4 		$2.13M Buy
+33,224
New +$2.22M 0.03% 396
2021
Q1 		$3.06M Buy
+62,642
New +$3.15M 0.06% 306

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BOK Financial's GTM Position: Q3 2022 in Review

BOK Financial sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 41,937 shares — an estimated $1.39M sold.

BOK Financial first reported a position in GTM in Q1 2021 and held it in 4 quarters. The position peaked at $3.06M in Q1 2021. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • BOK Financial reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • BOK Financial sold 41,937 ZoomInfo Technologies shares in Q3 2022, an estimated $1.39M.
  • BOK Financial first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 4 quarters.
  • BOK Financial's ZoomInfo Technologies position peaked at $3.06M in Q1 2021.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on BOK Financial's 13F filing for Q3 2022, filed 14 Nov 2022.