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Cooper/Haims Advisors’s ZoomInfo Technologies GTM Stock Holding History

Cooper/Haims Advisors’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
2020
Q4 		– Sell
-9,875
Closed -$425K – 70
2020
Q3 		$425K Hold
9,875
– – 0.35% 29
2020
Q2 		$504K Buy
+9,875
New +$472K 0.41% 25

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Cooper/Haims Advisors's GTM Position: Q4 2020 in Review

Cooper/Haims Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 9,875 shares — an estimated $425K sold.

Cooper/Haims Advisors first reported a position in GTM in Q2 2020 and held it in 2 quarters. The position peaked at $504K in Q2 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

  • Cooper/Haims Advisors reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
  • Cooper/Haims Advisors sold 9,875 ZoomInfo Technologies shares in Q4 2020, an estimated $425K.
  • Cooper/Haims Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 2 quarters.
  • Cooper/Haims Advisors's ZoomInfo Technologies position peaked at $504K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on Cooper/Haims Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.