JWCA
GTM

J.W. Cole Advisors’s ZoomInfo Technologies GTM Stock Holding History

J.W. Cole Advisors’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
2020
Q4 		– Sell
-5,336
Closed -$229K – 894
2020
Q3 		$229K Buy
+5,336
New +$209K 0.02% 634

Other funds holding GTM

CG
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

J.W. Cole Advisors's GTM Position: Q4 2020 in Review

J.W. Cole Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 5,336 shares — an estimated $229K sold.

J.W. Cole Advisors first reported a position in GTM in Q3 2020 and held it in 1 quarter. The position peaked at $229K in Q3 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

  • J.W. Cole Advisors reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,336 ZoomInfo Technologies shares in Q4 2020, an estimated $229K.
  • J.W. Cole Advisors first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's ZoomInfo Technologies position peaked at $229K in Q3 2020.
  • 170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.