CPW
GTM

Catalyst Private Wealth’s ZoomInfo Technologies GTM Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-453
Closed -$19K – 300
2020
Q3 		$19K Buy
+453
New +$17.8K 0.02% 172

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Catalyst Private Wealth's GTM Position: Q4 2020 in Review

Catalyst Private Wealth sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 453 shares — an estimated $19K sold.

Catalyst Private Wealth first reported a position in GTM in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

  • Catalyst Private Wealth reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 453 ZoomInfo Technologies shares in Q4 2020, an estimated $19K.
  • Catalyst Private Wealth first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's ZoomInfo Technologies position peaked at $19K in Q3 2020.
  • 170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.