PFGIA
GTM

Patriot Financial Group Insurance Agency’s ZoomInfo Technologies GTM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-28
Closed -$2K – 2280
2021
Q4 		$2K Buy
+28
New +$1.87K ﹤0.01% 1985

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GTM Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of ZoomInfo Technologies (GTM) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in GTM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 348 funds tracked by Wall St. Rank hold GTM as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining ZoomInfo Technologies position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 28 ZoomInfo Technologies shares in Q1 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's ZoomInfo Technologies position peaked at $2K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.