BFP
GTM

Briaud Financial Planning’s ZoomInfo Technologies GTM Stock Holding History

Briaud Financial Planning’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
2025
Q2 		– Sell
-781
Closed -$7K – 372
2025
Q1 		$7K Buy
+781
New +$8.19K ﹤0.01% 150

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Briaud Financial Planning's GTM Position: Q2 2025 in Review

Briaud Financial Planning sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 781 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in GTM in Q1 2025 and held it in 1 quarter. The position peaked at $7K in Q1 2025. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Briaud Financial Planning reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 781 ZoomInfo Technologies shares in Q2 2025, an estimated $7K.
  • Briaud Financial Planning first reported a position in ZoomInfo Technologies in Q1 2025 and held it in 1 quarter.
  • Briaud Financial Planning's ZoomInfo Technologies position peaked at $7K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Briaud Financial Planning's 13F filing for Q2 2025, filed 31 Jul 2025.