CA
GTM

Continuum Advisory’s ZoomInfo Technologies GTM Stock Holding History

Continuum Advisory’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
2025
Q1 		– Sell
-42
Closed -$441 – 1963
2024
Q4 		$441 Sell
42
-36
-46% -$385 ﹤0.01% 1758
2024
Q3 		$825 Buy
+78
New +$817 ﹤0.01% 1669

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Continuum Advisory's GTM Position: Q1 2025 in Review

Continuum Advisory sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 42 shares — an estimated $441 sold.

Continuum Advisory first reported a position in GTM in Q3 2024 and held it in 2 quarters. The position peaked at $825 in Q3 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Continuum Advisory reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 42 ZoomInfo Technologies shares in Q1 2025, an estimated $441.
  • Continuum Advisory first reported a position in ZoomInfo Technologies in Q3 2024 and held it in 2 quarters.
  • Continuum Advisory's ZoomInfo Technologies position peaked at $825 in Q3 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.