IF
GTM

Ironwood Financial’s ZoomInfo Technologies GTM Stock Holding History

Ironwood Financial’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
Q1 		– Sell
-610
Closed -$29K – 574
2020
Q4 		$29K Buy
+610
New +$26.3K 0.01% 206

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ironwood Financial's GTM Position: Q1 2021 in Review

Ironwood Financial sold out of ZoomInfo Technologies (GTM) in Q1 2021, closing a stake of 610 shares — an estimated $29K sold.

Ironwood Financial first reported a position in GTM in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 180 funds tracked by Wall St. Rank hold GTM as of Q1 2021.

  • Ironwood Financial reported no remaining ZoomInfo Technologies position as of Q1 2021 after selling out during the quarter.
  • Ironwood Financial sold 610 ZoomInfo Technologies shares in Q1 2021, an estimated $29K.
  • Ironwood Financial first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 1 quarter.
  • Ironwood Financial's ZoomInfo Technologies position peaked at $29K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2021.

Based on Ironwood Financial's 13F filing for Q1 2021, filed 28 Apr 2021.