EWA
GTM

Evolution Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-479
Closed -$29K – 644
2021
Q3 		$29K Sell
479
-3,761
-89% -$225K 0.01% 276
2021
Q2 		$221K Buy
+4,240
New +$199K 0.04% 113
2020
Q4 		– Sell
-2,588
Closed -$111K – 643
2020
Q3 		$111K Buy
+2,588
New +$101K 0.03% 138

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evolution Wealth Advisors's GTM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2021, closing a stake of 479 shares — an estimated $29K sold.

Evolution Wealth Advisors first reported a position in GTM in Q3 2020 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 479 ZoomInfo Technologies shares in Q4 2021, an estimated $29K.
  • Evolution Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 3 quarters.
  • Evolution Wealth Advisors's ZoomInfo Technologies position peaked at $221K in Q2 2021.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.