PWMAI
GTM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ZoomInfo Technologies GTM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-7,522
Closed -$79.1K – 523
2024
Q4 		$79.1K Sell
7,522
-4,165
-36% -$44.5K 0.03% 207
2024
Q3 		$121K Sell
11,687
-178
-2% -$1.86K 0.06% 142
2024
Q2 		$152K Hold
11,865
– – 0.09% 114
2024
Q1 		$190K Buy
11,865
+7,350
+163% +$120K 0.13% 93
2023
Q4 		$83.5K Sell
4,515
-2,247
-33% -$35.2K 0.05% 149
2023
Q3 		$111K Buy
6,762
+3,113
+85% +$63.6K 0.08% 122
2023
Q2 		$92.6K Sell
3,649
-63
-2% -$1.49K 0.07% 135
2023
Q1 		$91.7K Buy
3,712
+200
+6% +$5.13K 0.07% 127
2022
Q4 		$106K Buy
+3,512
New +$121K 0.09% 114

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GTM Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 7,522 shares — an estimated $79.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GTM in Q4 2022 and held it in 9 quarters. The position peaked at $190K in Q1 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 7,522 ZoomInfo Technologies shares in Q1 2025, an estimated $79.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 9 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZoomInfo Technologies position peaked at $190K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.