GWS
GTM

Glassman Wealth Services’s ZoomInfo Technologies GTM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-357
Closed -$6.6K – 1882
2023
Q4 		$6.6K Buy
357
+64
+22% +$1K ﹤0.01% 999
2023
Q3 		$4.8K Buy
293
+57
+24% +$1.17K ﹤0.01% 1082
2023
Q2 		$5.99K Buy
+236
New +$5.59K ﹤0.01% 944
2023
Q1 		– Sell
-301
Closed -$9.06K – 2010
2022
Q4 		$9.06K Buy
301
+234
+349% +$8.08K ﹤0.01% 859
2022
Q3 		$3K Buy
67
+61
+1,017% +$2.59K ﹤0.01% 1166
2022
Q2 		$0 Buy
+6
New +$265 ﹤0.01% 2048

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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Glassman Wealth Services's GTM Position: Q1 2024 in Review

Glassman Wealth Services sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 357 shares — an estimated $6.6K sold.

Glassman Wealth Services first reported a position in GTM in Q2 2022 and held it in 6 quarters. The position peaked at $9.06K in Q4 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Glassman Wealth Services reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 357 ZoomInfo Technologies shares in Q1 2024, an estimated $6.6K.
  • Glassman Wealth Services first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 6 quarters.
  • Glassman Wealth Services's ZoomInfo Technologies position peaked at $9.06K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.