BWA
GTM

Bordeaux Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Bordeaux Wealth Advisors’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
2023
Q4 		– Sell
-329,815
Closed -$5.41M – 114
2023
Q3 		$5.41M Buy
329,815
+99
+0% +$2.02K 2.19% 13
2023
Q2 		$8.37M Buy
329,716
+140,983
+75% +$3.34M 3.43% 8
2023
Q1 		$4.66M Buy
188,733
+17
+0% +$436 2.4% 12
2022
Q4 		$5.68M Hold
188,716
– – 3.12% 9
2022
Q3 		$7.86M Buy
188,716
+102,153
+118% +$4.34M 4.94% 7
2022
Q2 		$2.88M Sell
86,563
-29
-0% -$1.28K 1.98% 12
2022
Q1 		$5.17M Buy
86,592
+29
+0% +$1.56K 2.79% 12
2021
Q4 		$5.56M Hold
86,563
– – 2.55% 12
2021
Q3 		$5.3M Buy
86,563
+71,379
+470% +$4.27M 3% 10
2021
Q2 		$792K Buy
+15,184
New +$714K 0.46% 35

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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bordeaux Wealth Advisors's GTM Position: Q4 2023 in Review

Bordeaux Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 329,815 shares — an estimated $5.41M sold.

Bordeaux Wealth Advisors first reported a position in GTM in Q2 2021 and held it in 10 quarters. The position peaked at $8.37M in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Bordeaux Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 329,815 ZoomInfo Technologies shares in Q4 2023, an estimated $5.41M.
  • Bordeaux Wealth Advisors first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 10 quarters.
  • Bordeaux Wealth Advisors's ZoomInfo Technologies position peaked at $8.37M in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.