CAC
GTM

Certified Advisory Corp’s ZoomInfo Technologies GTM Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-30
Closed -$1K – 758
2021
Q1 		$1K Buy
+30
New +$1.51K ﹤0.01% 768

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Certified Advisory Corp's GTM Position: Q2 2021 in Review

Certified Advisory Corp sold out of ZoomInfo Technologies (GTM) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in GTM in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 200 funds tracked by Wall St. Rank hold GTM as of Q2 2021.

  • Certified Advisory Corp reported no remaining ZoomInfo Technologies position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 30 ZoomInfo Technologies shares in Q2 2021, an estimated $1K.
  • Certified Advisory Corp first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 1 quarter.
  • Certified Advisory Corp's ZoomInfo Technologies position peaked at $1K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.