PFO
GTM

Pathstone Family Office’s ZoomInfo Technologies GTM Stock Holding History

Pathstone Family Office’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
-11,138
Closed -$464K – 1605
2022
Q3 		$464K Buy
+11,138
New +$473K ﹤0.01% 1107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pathstone Family Office's GTM Position: Q4 2022 in Review

Pathstone Family Office sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 11,138 shares — an estimated $464K sold.

Pathstone Family Office first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $464K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Pathstone Family Office reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 11,138 ZoomInfo Technologies shares in Q4 2022, an estimated $464K.
  • Pathstone Family Office first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • Pathstone Family Office's ZoomInfo Technologies position peaked at $464K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.