CPG
GTM

Cornerstone Planning Group’s ZoomInfo Technologies GTM Stock Holding History

Cornerstone Planning Group’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
-76
Closed -$745 – 1383
2024
Q2 		$745 Sell
76
-165
-68% -$2.31K ﹤0.01% 1008
2024
Q1 		$3.88K Sell
241
-49
-17% -$797 ﹤0.01% 558
2023
Q4 		$5.36K Hold
290
– – ﹤0.01% 518
2023
Q3 		$4.76K Sell
290
-183
-39% -$3.74K ﹤0.01% 535
2023
Q2 		$12K Buy
+473
New +$11.2K ﹤0.01% 578
2022
Q4 		$18.3K Buy
+713
New +$24.6K 0.01% 457

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cornerstone Planning Group's GTM Position: Q3 2024 in Review

Cornerstone Planning Group sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 76 shares — an estimated $745 sold.

Cornerstone Planning Group first reported a position in GTM in Q4 2022 and held it in 6 quarters. The position peaked at $18.3K in Q4 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Cornerstone Planning Group reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 76 ZoomInfo Technologies shares in Q3 2024, an estimated $745.
  • Cornerstone Planning Group first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's ZoomInfo Technologies position peaked at $18.3K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.