Cetera Advisor Networks’s ZoomInfo Technologies GTM Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$505K	Sell	31,525 -1,642	-5%	-$26.7K	﹤0.01%	1933
2023 Q4	$613K	Buy	33,167 +710	+2%	+$11.1K	﹤0.01%	1714
2023 Q3	$532K	Sell	32,457 -4,336	-12%	-$88.6K	﹤0.01%	1718
2023 Q2	$934K	Sell	36,793 -1,882	-5%	-$44.6K	0.01%	1303
2023 Q1	$956K	Buy	38,675 +2,500	+7%	+$64.2K	0.01%	1267
2022 Q4	$1.09M	Buy	+36,175	New	+$1.25M	0.01%	1144
2020 Q4	–	Sell	-6,067	Closed	-$261K	–	1406
2020 Q3	$261K	Buy	6,067 +2,328	+62%	+$91.3K	0.01%	1007
2020 Q2	$191K	Buy	+3,739	New	+$179K	0.01%	1150

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Cetera Advisor Networks's GTM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its ZoomInfo Technologies (GTM) stake by 5% in Q1 2024, selling an estimated $26.7K and leaving 31,525 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Cetera Advisor Networks first reported a position in GTM in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2022. 342 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

Cetera Advisor Networks held 31,525 shares of ZoomInfo Technologies worth $505K as of Q1 2024.
Cetera Advisor Networks sold 1,642 ZoomInfo Technologies shares in Q1 2024, an estimated $26.7K.
ZoomInfo Technologies made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1933 holding.
Cetera Advisor Networks first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 8 quarters since.
Cetera Advisor Networks's ZoomInfo Technologies position peaked at $1.09M in Q4 2022.
342 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.