FWM
GTM

Focused Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Focused Wealth Management’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
2022
Q2 		– Sell
-4,000
Closed -$20K – 1101
2022
Q1 		$20K Buy
+4,000
New +$215K ﹤0.01% 451

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Focused Wealth Management's GTM Position: Q1 2023 in Review

Focused Wealth Management sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 14 shares — an estimated $422 sold.

Focused Wealth Management first reported a position in GTM in Q2 2021 and held it in 3 quarters. The position peaked at $146K in Q2 2021. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Focused Wealth Management reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 14 ZoomInfo Technologies shares in Q1 2023, an estimated $422.
  • Focused Wealth Management first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 3 quarters.
  • Focused Wealth Management's ZoomInfo Technologies position peaked at $146K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.