GI
GTM

Gradient Investments’s ZoomInfo Technologies GTM Stock Holding History

Gradient Investments’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
-4
Closed -$74 – 1871
2023
Q4 		$74 Hold
4
– – ﹤0.01% 1751
2023
Q3 		$66 Hold
4
– – ﹤0.01% 1730
2023
Q2 		$102 Hold
4
– – ﹤0.01% 1681
2023
Q1 		$99 Hold
4
– – ﹤0.01% 1442
2022
Q4 		$120 Sell
4
-38
-90% -$1.31K ﹤0.01% 1423
2022
Q3 		$2K Buy
42
+38
+950% +$1.61K ﹤0.01% 1177
2022
Q2 		$0 Buy
+4
New +$176 ﹤0.01% 1403

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

Gradient Investments's GTM Position: Q1 2024 in Review

Gradient Investments sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 4 shares — an estimated $74 sold.

Gradient Investments first reported a position in GTM in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Gradient Investments reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 4 ZoomInfo Technologies shares in Q1 2024, an estimated $74.
  • Gradient Investments first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 7 quarters.
  • Gradient Investments's ZoomInfo Technologies position peaked at $2K in Q3 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.