Envestnet Portfolio Solutions
GTM

Envestnet Portfolio Solutions’s ZoomInfo Technologies GTM Stock Holding History

Envestnet Portfolio Solutions’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
-10,809
Closed -$138K – 1753
2024
Q2 		$138K Sell
10,809
-916
-8% -$12.8K ﹤0.01% 1607
2024
Q1 		$188K Sell
11,725
-3,447
-23% -$56.1K ﹤0.01% 1571
2023
Q4 		$281K Sell
15,172
-149
-1% -$2.34K ﹤0.01% 1331
2023
Q3 		$251K Buy
+15,321
New +$313K ﹤0.01% 1316

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

Envestnet Portfolio Solutions's GTM Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 10,809 shares — an estimated $138K sold.

Envestnet Portfolio Solutions first reported a position in GTM in Q3 2023 and held it in 4 quarters. The position peaked at $281K in Q4 2023. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,809 ZoomInfo Technologies shares in Q3 2024, an estimated $138K.
  • Envestnet Portfolio Solutions first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's ZoomInfo Technologies position peaked at $281K in Q4 2023.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.