IWA
GTM

Icon Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Icon 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
2024
Q2 		– Sell
-6,310
Closed -$101K – 507
2024
Q1 		$101K Sell
6,310
-302
-5% -$4.92K 0.01% 462
2023
Q4 		$122K Buy
+6,612
New +$104K 0.01% 399
2022
Q4 		$296K Sell
9,827
-693
-7% -$23.9K 0.03% 253
2022
Q3 		$438K Buy
+10,520
New +$447K 0.05% 195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Advisors's GTM Position: Q2 2024 in Review

Icon Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2024, closing a stake of 6,310 shares — an estimated $101K sold.

Icon Wealth Advisors first reported a position in GTM in Q3 2022 and held it in 4 quarters. The position peaked at $438K in Q3 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

  • Icon Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,310 ZoomInfo Technologies shares in Q2 2024, an estimated $101K.
  • Icon Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 4 quarters.
  • Icon Wealth Advisors's ZoomInfo Technologies position peaked at $438K in Q3 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.