Ellevest Inc’s ZoomInfo Technologies GTM Stock Holding History

Ellevest Inc’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
2022 Q4	–	Sell	-119	Closed	-$5K	–	1976
2022 Q3	$5K	Buy	+119	New	+$5.05K	﹤0.01%	1195

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ellevest Inc's GTM Position: Q4 2022 in Review

Ellevest Inc sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 119 shares — an estimated $5K sold.

Ellevest Inc first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

Ellevest Inc reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 119 ZoomInfo Technologies shares in Q4 2022, an estimated $5K.
Ellevest Inc first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
Ellevest Inc's ZoomInfo Technologies position peaked at $5K in Q3 2022.
386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.