HWA
GTM

Heritage Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Heritage Wealth 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
Q2 		– Sell
-20
Closed -$494 – 597
2023
Q1 		$494 Buy
+20
New +$513 ﹤0.01% 546

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's GTM Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 20 shares — an estimated $494 sold.

Heritage Wealth Advisors first reported a position in GTM in Q1 2023 and held it in 1 quarter. The position peaked at $494 in Q1 2023. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 20 ZoomInfo Technologies shares in Q2 2023, an estimated $494.
  • Heritage Wealth Advisors first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's ZoomInfo Technologies position peaked at $494 in Q1 2023.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.