KIA
GTM

KCM Investment Advisors’s ZoomInfo Technologies GTM Stock Holding History

KCM Investment 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
-11,204
Closed -$116K – 387
2024
Q3 		$116K Hold
11,204
– – ﹤0.01% 370
2024
Q2 		$143K Hold
11,204
– – 0.01% 364
2024
Q1 		$180K Hold
11,204
– – 0.01% 371
2023
Q4 		$207K Hold
11,204
– – 0.01% 357
2023
Q3 		$184K Buy
+11,204
New +$229K 0.01% 362

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

KCM Investment Advisors's GTM Position: Q4 2024 in Review

KCM Investment Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 11,204 shares — an estimated $116K sold.

KCM Investment Advisors first reported a position in GTM in Q3 2023 and held it in 5 quarters. The position peaked at $207K in Q4 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

  • KCM Investment Advisors reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 11,204 ZoomInfo Technologies shares in Q4 2024, an estimated $116K.
  • KCM Investment Advisors first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 5 quarters.
  • KCM Investment Advisors's ZoomInfo Technologies position peaked at $207K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.