FSWA
GTM

Financial Synergies Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Financial Synergies 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
2023
Q3 		– Sell
-27
Closed -$686 – 524
2023
Q2 		$686 Buy
+27
New +$639 ﹤0.01% 424

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Wellington Management Group
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
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

Financial Synergies Wealth Advisors's GTM Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 27 shares — an estimated $686 sold.

Financial Synergies Wealth Advisors first reported a position in GTM in Q2 2023 and held it in 1 quarter. The position peaked at $686 in Q2 2023. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 27 ZoomInfo Technologies shares in Q3 2023, an estimated $686.
  • Financial Synergies Wealth Advisors first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's ZoomInfo Technologies position peaked at $686 in Q2 2023.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.