First Growth Investment Manager’s ZoomInfo Technologies GTM Stock Holding History

First Growth Investment Manager’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 Q2	$1.55M	Sell	61,000 -17,000	-22%	-$403K	2.6%	18
2023 Q1	$1.93M	Buy	78,000 +33,500	+75%	+$860K	3.46%	14
2022 Q4	$1.34M	Sell	44,500 -10,500	-19%	-$362K	2.92%	15
2022 Q3	$2.29M	Sell	55,000 -39,500	-42%	-$1.68M	3.62%	12
2022 Q2	$3.14M	Sell	94,500 -3,000	-3%	-$132K	4.06%	13
2022 Q1	$5.83M	Buy	97,500 +8,500	+10%	+$456K	4.24%	9
2021 Q4	$5.71M	Sell	89,000 -8,500	-9%	-$569K	2.94%	11
2021 Q3	$5.97M	Buy	97,500 +1,000	+1%	+$59.8K	2.17%	17
2021 Q2	$5.03M	Buy	96,500 +79,500	+468%	+$3.74M	1.84%	20
2021 Q1	$831K	Buy	17,000 +1,500	+10%	+$75.3K	0.28%	37
2020 Q4	$748K	Buy	+15,500	New	+$668K	0.53%	20

Other funds holding GTM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

HCM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Growth Investment Manager's GTM Position: Q2 2023 in Review

First Growth Investment Manager reduced its ZoomInfo Technologies (GTM) stake by 22% in Q2 2023, selling an estimated $403K and leaving 61,000 shares worth $1.55M. The position accounts for 2.6% of the portfolio, ranked #18.

First Growth Investment Manager first reported a position in GTM in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.97M in Q3 2021. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

First Growth Investment Manager held 61,000 shares of ZoomInfo Technologies worth $1.55M as of Q2 2023.
First Growth Investment Manager sold 17,000 ZoomInfo Technologies shares in Q2 2023, an estimated $403K.
ZoomInfo Technologies made up 2.6% of First Growth Investment Manager's portfolio in Q2 2023, its #18 holding.
First Growth Investment Manager first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 11 quarters since.
First Growth Investment Manager's ZoomInfo Technologies position peaked at $5.97M in Q3 2021.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on First Growth Investment Manager's 13F filing for Q2 2023, filed 2 Aug 2023.