NFG
GTM

Next Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Next Financial Group’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 		$116K Buy
1,813
+1,393
+332% +$93.3K 0.01% 1097
2021
Q3 		$26K Hold
420
– – ﹤0.01% 1706
2021
Q2 		$22K Hold
420
– – ﹤0.01% 1714
2021
Q1 		$21K Buy
420
+400
+2,000% +$20.1K ﹤0.01% 1628
2020
Q4 		$1K Hold
20
– – ﹤0.01% 2319
2020
Q3 		$1K Buy
+20
New +$784 ﹤0.01% 2152

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

Next Financial Group's GTM Position: Q4 2021 in Review

Next Financial Group increased its ZoomInfo Technologies (GTM) stake by 332% in Q4 2021, buying an estimated $93.3K and bringing the position to 1,813 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #1097.

Next Financial Group first reported a position in GTM in Q3 2020 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2021.

  • Next Financial Group held 1,813 shares of ZoomInfo Technologies worth $116K as of Q4 2021.
  • Next Financial Group bought 1,393 ZoomInfo Technologies shares in Q4 2021, an estimated $93.3K.
  • ZoomInfo Technologies made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1097 holding.
  • Next Financial Group first reported a position in ZoomInfo Technologies in Q3 2020 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.