EWM
GTM

Edge Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Edge Wealth Management’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
-25
Closed -$1K – 465
2020
Q3 		$1K Sell
25
-195
-89% -$7.65K ﹤0.01% 424
2020
Q2 		$11K Buy
+220
New +$10.5K ﹤0.01% 460

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

Edge Wealth Management's GTM Position: Q4 2020 in Review

Edge Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 25 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in GTM in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

  • Edge Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 25 ZoomInfo Technologies shares in Q4 2020, an estimated $1K.
  • Edge Wealth Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 2 quarters.
  • Edge Wealth Management's ZoomInfo Technologies position peaked at $11K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.