JSW
GTM

Journey Strategic Wealth’s ZoomInfo Technologies GTM Stock Holding History

Journey Strategic Wealth’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
-13,350
Closed -$140K – 550
2024
Q4 		$140K Buy
+13,350
New +$143K 0.01% 483

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

Journey Strategic Wealth's GTM Position: Q1 2025 in Review

Journey Strategic Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 13,350 shares — an estimated $140K sold.

Journey Strategic Wealth first reported a position in GTM in Q4 2024 and held it in 1 quarter. The position peaked at $140K in Q4 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Journey Strategic Wealth reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 13,350 ZoomInfo Technologies shares in Q1 2025, an estimated $140K.
  • Journey Strategic Wealth first reported a position in ZoomInfo Technologies in Q4 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's ZoomInfo Technologies position peaked at $140K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.