Pension & Wealth Management Advisors’s ZoomInfo Technologies GTM Stock Holding History

Pension & Wealth Management 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
2025 Q1	–	Sell	-7,522	Closed	-$79.1K	–	523
2024 Q4	$79.1K	Sell	7,522 -4,165	-36%	-$44.5K	0.03%	207
2024 Q3	$121K	Sell	11,687 -178	-2%	-$1.86K	0.06%	142
2024 Q2	$152K	Hold	11,865	–	–	0.09%	114
2024 Q1	$190K	Buy	11,865 +7,350	+163%	+$120K	0.13%	93
2023 Q4	$83.5K	Sell	4,515 -2,247	-33%	-$35.2K	0.05%	149
2023 Q3	$111K	Buy	6,762 +3,113	+85%	+$63.6K	0.08%	122
2023 Q2	$92.6K	Sell	3,649 -63	-2%	-$1.49K	0.07%	135
2023 Q1	$91.7K	Buy	3,712 +200	+6%	+$5.13K	0.07%	127
2022 Q4	$106K	Buy	+3,512	New	+$121K	0.09%	114

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pension & Wealth Management Advisors's GTM Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 7,522 shares — an estimated $79.1K sold.

Pension & Wealth Management Advisors first reported a position in GTM in Q4 2022 and held it in 9 quarters. The position peaked at $190K in Q1 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

Pension & Wealth Management Advisors reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 7,522 ZoomInfo Technologies shares in Q1 2025, an estimated $79.1K.
Pension & Wealth Management Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 9 quarters.
Pension & Wealth Management Advisors's ZoomInfo Technologies position peaked at $190K in Q1 2024.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2025, filed 7 Aug 2026.