Guinness Atkinson Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Guinness Atkinson Asset 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	-1,285	Closed	-$13.3K	–	101
2024 Q3	$13.3K	Hold	1,285	–	–	0.01%	99
2024 Q2	$16.4K	Sell	1,285 -257	-17%	-$3.6K	0.01%	98
2024 Q1	$24.7K	Buy	1,542 +198	+15%	+$3.22K	0.01%	101
2023 Q4	$24.9K	Hold	1,344	–	–	0.01%	102
2023 Q3	$22K	Buy	1,344 +456	+51%	+$9.32K	0.01%	103
2023 Q2	$22.5K	Hold	888	–	–	0.01%	101
2023 Q1	$21.9K	Sell	888 -111	-11%	-$2.85K	0.01%	100
2022 Q4	$30.1K	Sell	999 -111	-10%	-$3.83K	0.02%	98
2022 Q3	$46K	Hold	1,110	–	–	0.03%	94
2022 Q2	$37K	Sell	1,110 -740	-40%	-$32.6K	0.02%	96
2022 Q1	$111K	Hold	1,850	–	–	0.05%	84
2021 Q4	$119K	Hold	1,850	–	–	0.05%	81
2021 Q3	$113K	Hold	1,850	–	–	0.05%	81
2021 Q2	$97K	Hold	1,850	–	–	0.04%	84
2021 Q1	$90K	Buy	1,850 +1,665	+900%	+$83.6K	0.04%	86
2020 Q4	$9K	Buy	+185	New	+$7.97K	﹤0.01%	90

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Guinness Atkinson Asset Management's GTM Position: Q4 2024 in Review

Guinness Atkinson Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 1,285 shares — an estimated $13.3K sold.

Guinness Atkinson Asset Management first reported a position in GTM in Q4 2020 and held it in 16 quarters. The position peaked at $119K in Q4 2021. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

Guinness Atkinson Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
Guinness Atkinson Asset Management sold 1,285 ZoomInfo Technologies shares in Q4 2024, an estimated $13.3K.
Guinness Atkinson Asset Management first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 16 quarters.
Guinness Atkinson Asset Management's ZoomInfo Technologies position peaked at $119K in Q4 2021.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Guinness Atkinson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.