GJWM
GTM

Gilliland Jeter Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-135
Closed -$1.39K – 653
2024
Q3 		$1.39K Hold
135
– – ﹤0.01% 619
2024
Q2 		$1.72K Hold
135
– – ﹤0.01% 608
2024
Q1 		$2.16K Buy
+135
New +$2.2K ﹤0.01% 557

Other funds holding GTM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Gilliland Jeter Wealth Management's GTM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 135 shares — an estimated $1.39K sold.

Gilliland Jeter Wealth Management first reported a position in GTM in Q1 2024 and held it in 3 quarters. The position peaked at $2.16K in Q1 2024. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 135 ZoomInfo Technologies shares in Q4 2024, an estimated $1.39K.
  • Gilliland Jeter Wealth Management first reported a position in ZoomInfo Technologies in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's ZoomInfo Technologies position peaked at $2.16K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.