FDx Advisors’s ZoomInfo Technologies GTM Stock Holding History

FDx 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
2023 Q3	–	Sell	-12,641	Closed	-$321K	–	788
2023 Q2	$321K	Buy	+12,641	New	+$299K	0.02%	566
2022 Q4	–	Sell	-5,606	Closed	-$234K	–	795
2022 Q3	$234K	Sell	5,606 -5,421	-49%	-$230K	0.01%	641
2022 Q2	$367K	Buy	+11,027	New	+$487K	0.01%	564

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

FDx Advisors's GTM Position: Q3 2023 in Review

FDx Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 12,641 shares — an estimated $321K sold.

FDx Advisors first reported a position in GTM in Q2 2022 and held it in 3 quarters. The position peaked at $367K in Q2 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

FDx Advisors reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 12,641 ZoomInfo Technologies shares in Q3 2023, an estimated $321K.
FDx Advisors first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 3 quarters.
FDx Advisors's ZoomInfo Technologies position peaked at $367K in Q2 2022.
387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.