PFA
GTM

Paradigm Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Paradigm Financial Advisors’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 		$228K Hold
3,550
– – 0.05% 194
2021
Q3 		$217K Buy
+3,550
New +$212K 0.05% 199
2021
Q2 		– Sell
-5,905
Closed -$289K – 231
2021
Q1 		$289K Buy
+5,905
New +$297K 0.07% 153

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

Paradigm Financial Advisors's GTM Position: Q4 2021 in Review

Paradigm Financial Advisors held its ZoomInfo Technologies (GTM) position steady in Q4 2021 at 3,550 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #194.

Paradigm Financial Advisors first reported a position in GTM in Q1 2021 and has held it in 3 quarters since. The position peaked at $289K in Q1 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2021.

  • Paradigm Financial Advisors held 3,550 shares of ZoomInfo Technologies worth $228K as of Q4 2021.
  • Paradigm Financial Advisors left its ZoomInfo Technologies share count unchanged in Q4 2021.
  • ZoomInfo Technologies made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #194 holding.
  • Paradigm Financial Advisors first reported a position in ZoomInfo Technologies in Q1 2021 and has held it in 3 quarters since.
  • Paradigm Financial Advisors's ZoomInfo Technologies position peaked at $289K in Q1 2021.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.