Oxler Private Wealth’s ZoomInfo Technologies GTM Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-825	Closed	-$34.4K	–	339
2022 Q3	$34.4K	Sell	825 -14,000	-94%	-$595K	0.02%	238
2022 Q2	$493K	Hold	14,825	–	–	0.24%	78
2022 Q1	$885K	Hold	14,825	–	–	0.4%	64
2021 Q4	$951K	Hold	14,825	–	–	0.39%	65
2021 Q3	$907K	Hold	14,825	–	–	0.4%	69
2021 Q2	$773K	Hold	14,825	–	–	0.34%	81
2021 Q1	$724K	Hold	14,825	–	–	0.37%	72
2020 Q4	$715K	Buy	+14,825	New	+$639K	0.4%	58

Other funds holding GTM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Oxler Private Wealth's GTM Position: Q4 2022 in Review

Oxler Private Wealth sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 825 shares — an estimated $34.4K sold.

Oxler Private Wealth first reported a position in GTM in Q4 2020 and held it in 8 quarters. The position peaked at $951K in Q4 2021. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

Oxler Private Wealth reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 825 ZoomInfo Technologies shares in Q4 2022, an estimated $34.4K.
Oxler Private Wealth first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 8 quarters.
Oxler Private Wealth's ZoomInfo Technologies position peaked at $951K in Q4 2021.
386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.