PA
GTM

Paragon Advisors’s ZoomInfo Technologies GTM Stock Holding History

Paragon 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
2020
Q4 		– Sell
-11,886
Closed -$511K – 97
2020
Q3 		$511K Buy
+11,886
New +$466K 0.34% 75

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Paragon Advisors's GTM Position: Q4 2020 in Review

Paragon Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2020, closing a stake of 11,886 shares — an estimated $511K sold.

Paragon Advisors first reported a position in GTM in Q3 2020 and held it in 1 quarter. The position peaked at $511K in Q3 2020. 170 funds tracked by Wall St. Rank hold GTM as of Q4 2020.

  • Paragon Advisors reported no remaining ZoomInfo Technologies position as of Q4 2020 after selling out during the quarter.
  • Paragon Advisors sold 11,886 ZoomInfo Technologies shares in Q4 2020, an estimated $511K.
  • Paragon Advisors first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 1 quarter.
  • Paragon Advisors's ZoomInfo Technologies position peaked at $511K in Q3 2020.
  • 170 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2020.

Based on Paragon Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.