HWMA
GTM

Heritage Wealth Management (Arizona)’s ZoomInfo Technologies GTM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$212K Buy
7,046
+3,647
+107% +$126K 0.03% 326
2022
Q3 		$142K Buy
+3,399
New +$144K 0.05% 290

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GTM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ZoomInfo Technologies (GTM) stake by 107% in Q4 2022, buying an estimated $126K and bringing the position to 7,046 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #326.

Heritage Wealth Management (Arizona) first reported a position in GTM in Q3 2022 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 7,046 shares of ZoomInfo Technologies worth $212K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,647 ZoomInfo Technologies shares in Q4 2022, an estimated $126K.
  • ZoomInfo Technologies made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #326 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.