PWS
GTM

Paragon Wealth Strategies’s ZoomInfo Technologies GTM Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-35
Closed -$1.05K – 243
2022
Q4 		$1.05K Buy
+35
New +$1.21K ﹤0.01% 224

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Paragon Wealth Strategies's GTM Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 35 shares — an estimated $1.05K sold.

Paragon Wealth Strategies first reported a position in GTM in Q4 2022 and held it in 1 quarter. The position peaked at $1.05K in Q4 2022. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 35 ZoomInfo Technologies shares in Q1 2023, an estimated $1.05K.
  • Paragon Wealth Strategies first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's ZoomInfo Technologies position peaked at $1.05K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.