LWM
GTM

Liberty Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-11
Closed -$1K – 1142
2021
Q3 		$1K Buy
+11
New +$658 ﹤0.01% 1152

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Liberty Wealth Management's GTM Position: Q4 2021 in Review

Liberty Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in GTM in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2021.

  • Liberty Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 11 ZoomInfo Technologies shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's ZoomInfo Technologies position peaked at $1K in Q3 2021.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.