BCM
GTM

Bourgeon Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Bourgeon Capital 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
-118
Closed -$5K – 479
2022
Q3 		$5K Buy
+118
New +$5.01K ﹤0.01% 268

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Wellington Management Group
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TA
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BlackRock
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DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bourgeon Capital Management's GTM Position: Q4 2022 in Review

Bourgeon Capital Management sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 118 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Bourgeon Capital Management reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 118 ZoomInfo Technologies shares in Q4 2022, an estimated $5K.
  • Bourgeon Capital Management first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's ZoomInfo Technologies position peaked at $5K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.