Concourse Financial Group Securities’s ZoomInfo Technologies GTM Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-168	Closed	-$1.76K	–	2390
2024 Q2	$2.15K	Sell	168 -7	-4%	-$98	﹤0.01%	2031
2024 Q1	$2.81K	Buy	175 +7	+4%	+$114	﹤0.01%	1998
2023 Q4	$3.11K	Sell	168 -50	-23%	-$784	﹤0.01%	1947
2023 Q3	$3.58K	Sell	218 -65	-23%	-$1.33K	﹤0.01%	1896
2023 Q2	$7.18K	Sell	283 -24	-8%	-$568	﹤0.01%	1751
2023 Q1	$7.58K	Sell	307 -89	-22%	-$2.28K	﹤0.01%	1741
2022 Q4	$11.9K	Sell	396 -56	-12%	-$1.93K	﹤0.01%	1603
2022 Q3	$19K	Buy	452 +45	+11%	+$1.91K	﹤0.01%	1329
2022 Q2	$14K	Buy	+407	New	+$18K	﹤0.01%	1573

Other funds holding GTM

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

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

DIG

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

SHCM

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

HCM

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Concourse Financial Group Securities's GTM Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 168 shares — an estimated $1.76K sold.

Concourse Financial Group Securities first reported a position in GTM in Q2 2022 and held it in 9 quarters. The position peaked at $19K in Q3 2022. 323 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

Concourse Financial Group Securities reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 168 ZoomInfo Technologies shares in Q3 2024, an estimated $1.76K.
Concourse Financial Group Securities first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 9 quarters.
Concourse Financial Group Securities's ZoomInfo Technologies position peaked at $19K in Q3 2022.
323 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.