GIA
GTM

GHP Investment Advisors’s ZoomInfo Technologies GTM Stock Holding History

GHP Investment 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
Q1 		– Sell
-12
Closed -$361 – 957
2022
Q4 		$361 Sell
12
-258
-96% -$8.91K ﹤0.01% 898
2022
Q3 		$11K Hold
270
– – ﹤0.01% 669
2022
Q2 		$9K Hold
270
– – ﹤0.01% 711
2022
Q1 		$16K Buy
+270
New +$14.5K ﹤0.01% 644

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

GHP Investment Advisors's GTM Position: Q1 2023 in Review

GHP Investment Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 12 shares — an estimated $361 sold.

GHP Investment Advisors first reported a position in GTM in Q1 2022 and held it in 4 quarters. The position peaked at $16K in Q1 2022. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • GHP Investment Advisors reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 12 ZoomInfo Technologies shares in Q1 2023, an estimated $361.
  • GHP Investment Advisors first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 4 quarters.
  • GHP Investment Advisors's ZoomInfo Technologies position peaked at $16K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on GHP Investment Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.