OFS
GTM

OneAscent Financial Services’s ZoomInfo Technologies GTM Stock Holding History

OneAscent Financial Services’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
2023
Q2 		– Sell
-8,737
Closed -$216K – 215
2023
Q1 		$216K Buy
8,737
+1,225
+16% +$31.4K 0.09% 154
2022
Q4 		$226K Buy
7,512
+1,417
+23% +$48.9K 0.1% 160
2022
Q3 		$254K Buy
+6,095
New +$259K 0.1% 149

Other funds holding GTM

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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OneAscent Financial Services's GTM Position: Q2 2023 in Review

OneAscent Financial Services sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 8,737 shares — an estimated $216K sold.

OneAscent Financial Services first reported a position in GTM in Q3 2022 and held it in 3 quarters. The position peaked at $254K in Q3 2022. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • OneAscent Financial Services reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 8,737 ZoomInfo Technologies shares in Q2 2023, an estimated $216K.
  • OneAscent Financial Services first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 3 quarters.
  • OneAscent Financial Services's ZoomInfo Technologies position peaked at $254K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on OneAscent Financial Services's 13F filing for Q2 2023, filed 10 Jul 2023.