Envestnet Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
16,349
-150
-0.9% -$1.52K ﹤0.01% 4277
2025
Q1
$165K Sell
16,499
-11,120
-40% -$111K ﹤0.01% 4177
2024
Q4
$290K Sell
27,619
-27,007
-49% -$284K ﹤0.01% 3909
2024
Q3
$564K Sell
54,626
-220,879
-80% -$2.28M ﹤0.01% 3482
2024
Q2
$3.52M Buy
275,505
+3,023
+1% +$38.6K ﹤0.01% 2259
2024
Q1
$4.37M Sell
272,482
-22,427
-8% -$360K ﹤0.01% 2077
2023
Q4
$5.45M Sell
294,909
-3,181
-1% -$58.8K ﹤0.01% 1835
2023
Q3
$4.89M Sell
298,090
-535,859
-64% -$8.79M ﹤0.01% 1813
2023
Q2
$21.2M Buy
833,949
+307,316
+58% +$7.8M 0.01% 901
2023
Q1
$13M Buy
526,633
+274,343
+109% +$6.78M 0.01% 1106
2022
Q4
$7.6M Sell
252,290
-11,601
-4% -$349K ﹤0.01% 1351
2022
Q3
$11M Buy
263,891
+183,002
+226% +$7.62M 0.01% 1083
2022
Q2
$2.69M Buy
80,889
+58,420
+260% +$1.94M ﹤0.01% 1909
2022
Q1
$1.34M Sell
22,469
-709
-3% -$42.3K ﹤0.01% 2447
2021
Q4
$1.49M Buy
23,178
+15,846
+216% +$1.02M ﹤0.01% 2359
2021
Q3
$449K Buy
+7,332
New +$449K ﹤0.01% 3031