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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
-5,569
Closed -$232K – 1422
2022
Q3 		$232K Buy
+5,569
New +$236K ﹤0.01% 1042

Other funds holding GTM

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 5,569 shares — an estimated $232K sold.

Pathstone Family Office first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $232K 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 5,569 ZoomInfo Technologies shares in Q4 2022, an estimated $232K.
  • 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 $232K 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.