ISWM
GTM

Independent Solutions Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Independent Solutions Wealth 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
2021
Q2 		– Sell
-4,233
Closed -$207K – 216
2021
Q1 		$207K Buy
+4,233
New +$213K 0.06% 186

Other funds holding GTM

CG
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Solutions Wealth Management's GTM Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2021, closing a stake of 4,233 shares — an estimated $207K sold.

Independent Solutions Wealth Management first reported a position in GTM in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 200 funds tracked by Wall St. Rank hold GTM as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,233 ZoomInfo Technologies shares in Q2 2021, an estimated $207K.
  • Independent Solutions Wealth Management first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's ZoomInfo Technologies position peaked at $207K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.