J. Safra Asset Management’s ZoomInfo Technologies GTM Stock Holding History

J. Safra Asset 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	-4,639	Closed	-$48.7K	–	368
2024 Q3	$48.7K	Buy	4,639 +2,001	+76%	+$21K	﹤0.01%	157
2024 Q2	$33.7K	Buy	2,638 +2,388	+955%	+$33.4K	﹤0.01%	162
2024 Q1	$4.01K	Buy	+250	New	+$4.07K	﹤0.01%	162
2023 Q1	–	Sell	-104	Closed	-$3K	–	134
2022 Q4	$3K	Buy	+104	New	+$3.59K	﹤0.01%	62

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

J. Safra Asset Management's GTM Position: Q4 2024 in Review

J. Safra Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 4,639 shares — an estimated $48.7K sold.

J. Safra Asset Management first reported a position in GTM in Q4 2022 and held it in 4 quarters. The position peaked at $48.7K in Q3 2024. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

J. Safra Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
J. Safra Asset Management sold 4,639 ZoomInfo Technologies shares in Q4 2024, an estimated $48.7K.
J. Safra Asset Management first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 4 quarters.
J. Safra Asset Management's ZoomInfo Technologies position peaked at $48.7K in Q3 2024.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on J. Safra Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.