Janney Montgomery Scott
GTM

Janney Montgomery Scott’s ZoomInfo Technologies GTM Stock Holding History

Janney Montgomery Scott’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
2025
Q1 		– Sell
-37,447
Closed -$394K – 2890
2024
Q4 		$394K Sell
37,447
-8,538
-19% -$91.3K ﹤0.01% 2143
2024
Q3 		$475K Buy
45,985
+14,313
+45% +$150K ﹤0.01% 2009
2024
Q2 		$404K Sell
31,672
-755
-2% -$10.6K ﹤0.01% 2035
2024
Q1 		$520K Buy
32,427
+7,779
+32% +$127K ﹤0.01% 1975
2023
Q4 		$456K Sell
24,648
-1,635
-6% -$25.6K ﹤0.01% 1976
2023
Q3 		$431K Sell
26,283
-3,204
-11% -$65.5K ﹤0.01% 1883
2023
Q2 		$749K Buy
29,487
+2,301
+8% +$54.5K ﹤0.01% 1598
2023
Q1 		$672K Buy
27,186
+4,113
+18% +$106K ﹤0.01% 1549
2022
Q4 		$695K Sell
23,073
-4,085
-15% -$141K ﹤0.01% 1559
2022
Q3 		$1.13M Buy
+27,158
New +$1.15M ﹤0.01% 1254
2021
Q4 		– Sell
-4,864
Closed -$298K – 2437
2021
Q3 		$298K Buy
4,864
+912
+23% +$54.5K ﹤0.01% 1958
2021
Q2 		$206K Buy
+3,952
New +$186K ﹤0.01% 2121

Other funds holding GTM

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott's GTM Position: Q1 2025 in Review

Janney Montgomery Scott sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 37,447 shares — an estimated $394K sold.

Janney Montgomery Scott first reported a position in GTM in Q2 2021 and held it in 12 quarters. The position peaked at $1.13M in Q3 2022. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Janney Montgomery Scott reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 37,447 ZoomInfo Technologies shares in Q1 2025, an estimated $394K.
  • Janney Montgomery Scott first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 12 quarters.
  • Janney Montgomery Scott's ZoomInfo Technologies position peaked at $1.13M in Q3 2022.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.