Commonwealth Equity Services’s ZoomInfo Technologies GTM Stock Holding History

Commonwealth Equity Services’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 Q2	–	Sell	-5,410	Closed	-$323K	–	3819
2022 Q1	$323K	Sell	5,410 -97	-2%	-$5.21K	﹤0.01%	2902
2021 Q4	$353K	Sell	5,507 -2,834	-34%	-$190K	﹤0.01%	2826
2021 Q3	$510K	Buy	8,341 +130	+2%	+$7.78K	﹤0.01%	2462
2021 Q2	$428K	Buy	+8,211	New	+$386K	﹤0.01%	2592
2020 Q4	–	Sell	-5,791	Closed	-$248K	–	3279
2020 Q3	$248K	Buy	+5,791	New	+$227K	﹤0.01%	2523

Other funds holding GTM

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services's GTM Position: Q2 2022 in Review

Commonwealth Equity Services sold out of ZoomInfo Technologies (GTM) in Q2 2022, closing a stake of 5,410 shares — an estimated $323K sold.

Commonwealth Equity Services first reported a position in GTM in Q3 2020 and held it in 5 quarters. The position peaked at $510K in Q3 2021. 363 funds tracked by Wall St. Rank hold GTM as of Q2 2022.

Commonwealth Equity Services reported no remaining ZoomInfo Technologies position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 5,410 ZoomInfo Technologies shares in Q2 2022, an estimated $323K.
Commonwealth Equity Services first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 5 quarters.
Commonwealth Equity Services's ZoomInfo Technologies position peaked at $510K in Q3 2021.
363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.