PFS
GTM

Physicians Financial Services’s ZoomInfo Technologies GTM Stock Holding History

Physicians Financial Services’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
2020
Q3 		– Sell
-800
Closed -$203K – 110
2020
Q2 		$203K Buy
+800
New +$38.2K 0.11% 105

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Physicians Financial Services's GTM Position: Q3 2020 in Review

Physicians Financial Services sold out of ZoomInfo Technologies (GTM) in Q3 2020, closing a stake of 800 shares — an estimated $203K sold.

Physicians Financial Services first reported a position in GTM in Q2 2020 and held it in 1 quarter. The position peaked at $203K in Q2 2020. 133 funds tracked by Wall St. Rank hold GTM as of Q3 2020.

  • Physicians Financial Services reported no remaining ZoomInfo Technologies position as of Q3 2020 after selling out during the quarter.
  • Physicians Financial Services sold 800 ZoomInfo Technologies shares in Q3 2020, an estimated $203K.
  • Physicians Financial Services first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 1 quarter.
  • Physicians Financial Services's ZoomInfo Technologies position peaked at $203K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2020.

Based on Physicians Financial Services's 13F filing for Q3 2020, filed 10 Nov 2020.