OWM
GTM

OneAscent Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

OneAscent 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
2023
Q2 		– Sell
-10,097
Closed -$249K – 189
2023
Q1 		$249K Buy
10,097
+1,353
+15% +$34.7K 0.1% 151
2022
Q4 		$263K Buy
8,744
+1,379
+19% +$47.6K 0.12% 130
2022
Q3 		$307K Buy
7,365
+1,204
+20% +$51.1K 0.16% 85
2022
Q2 		$205K Buy
+6,161
New +$272K 0.1% 164

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 Wealth Management's GTM Position: Q2 2023 in Review

OneAscent Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 10,097 shares — an estimated $249K sold.

OneAscent Wealth Management first reported a position in GTM in Q2 2022 and held it in 4 quarters. The position peaked at $307K in Q3 2022. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • OneAscent Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 10,097 ZoomInfo Technologies shares in Q2 2023, an estimated $249K.
  • OneAscent Wealth Management first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 4 quarters.
  • OneAscent Wealth Management's ZoomInfo Technologies position peaked at $307K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

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