DADC
GTM

D.A. Davidson & Co’s ZoomInfo Technologies GTM Stock Holding History

D.A. Davidson & Co’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
2023
Q3 		– Sell
-23,767
Closed -$603K – 1397
2023
Q2 		$603K Buy
+23,767
New +$563K 0.01% 864

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

D.A. Davidson & Co's GTM Position: Q3 2023 in Review

D.A. Davidson & Co sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 23,767 shares — an estimated $603K sold.

D.A. Davidson & Co first reported a position in GTM in Q2 2023 and held it in 1 quarter. The position peaked at $603K in Q2 2023. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • D.A. Davidson & Co reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 23,767 ZoomInfo Technologies shares in Q3 2023, an estimated $603K.
  • D.A. Davidson & Co first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 1 quarter.
  • D.A. Davidson & Co's ZoomInfo Technologies position peaked at $603K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on D.A. Davidson & Co's 13F filing for Q3 2023, filed 8 Nov 2023.