JWA
GTM

JFS Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

JFS Wealth 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
2024
Q4 		– Sell
-4
Closed -$42 – 2001
2024
Q3 		$42 Sell
4
-16
-80% -$168 ﹤0.01% 1938
2024
Q2 		$256 Sell
20
-4
-17% -$56 ﹤0.01% 1876
2024
Q1 		$385 Hold
24
– – ﹤0.01% 1828
2023
Q4 		$444 Buy
+24
New +$376 ﹤0.01% 1823
2023
Q3 		– Sell
-20
Closed -$508 – 2010
2023
Q2 		$508 Buy
20
+5
+33% +$118 ﹤0.01% 1754
2023
Q1 		$371 Buy
15
+13
+650% +$334 ﹤0.01% 1755
2022
Q4 		$60 Buy
+2
New +$69 ﹤0.01% 1911

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

JFS Wealth Advisors's GTM Position: Q4 2024 in Review

JFS Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 4 shares — an estimated $42 sold.

JFS Wealth Advisors first reported a position in GTM in Q4 2022 and held it in 7 quarters. The position peaked at $508 in Q2 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

  • JFS Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 ZoomInfo Technologies shares in Q4 2024, an estimated $42.
  • JFS Wealth Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 7 quarters.
  • JFS Wealth Advisors's ZoomInfo Technologies position peaked at $508 in Q2 2023.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.