Institute for Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Institute for 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
2024 Q4	–	Sell	-16,039	Closed	-$166K	–	567
2024 Q3	$166K	Hold	16,039	–	–	0.02%	528
2024 Q2	$205K	Hold	16,039	–	–	0.03%	474
2024 Q1	$257K	Hold	16,039	–	–	0.03%	422
2023 Q4	$297K	Buy	+16,039	New	+$251K	0.05%	375
2023 Q3	–	Sell	-8,274	Closed	-$210K	–	481
2023 Q2	$210K	Buy	+8,274	New	+$196K	0.04%	429
2022 Q4	–	Sell	-5,488	Closed	-$229K	–	477
2022 Q3	$229K	Buy	+5,488	New	+$233K	0.05%	396
2022 Q2	–	Sell	-4,191	Closed	-$250K	–	563
2022 Q1	$250K	Buy	+4,191	New	+$225K	0.04%	467

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Institute for Wealth Management's GTM Position: Q4 2024 in Review

Institute for Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 16,039 shares — an estimated $166K sold.

Institute for Wealth Management first reported a position in GTM in Q1 2022 and held it in 7 quarters. The position peaked at $297K in Q4 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

Institute for Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 16,039 ZoomInfo Technologies shares in Q4 2024, an estimated $166K.
Institute for Wealth Management first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 7 quarters.
Institute for Wealth Management's ZoomInfo Technologies position peaked at $297K in Q4 2023.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.