IWP
GTM

Icon Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-8,012
Closed -$203K – 425
2023
Q2 		$203K Sell
8,012
-1,228
-13% -$29.1K 0.02% 308
2023
Q1 		$228K Buy
+9,240
New +$237K 0.02% 298
2022
Q2 		$350K Buy
+10,520
New +$464K 0.04% 223

Other funds holding GTM

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
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
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
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Icon Wealth Partners's GTM Position: Q3 2023 in Review

Icon Wealth Partners sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 8,012 shares — an estimated $203K sold.

Icon Wealth Partners first reported a position in GTM in Q2 2022 and held it in 3 quarters. The position peaked at $350K in Q2 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Icon Wealth Partners reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 8,012 ZoomInfo Technologies shares in Q3 2023, an estimated $203K.
  • Icon Wealth Partners first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 3 quarters.
  • Icon Wealth Partners's ZoomInfo Technologies position peaked at $350K in Q2 2022.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.