PMFA
GTM

Plante Moran Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Plante Moran Financial 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
2024
Q1 		– Sell
-132
Closed -$2.44K – 938
2023
Q4 		$2.44K Buy
+132
New +$2.07K ﹤0.01% 707

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Plante Moran Financial Advisors's GTM Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 132 shares — an estimated $2.44K sold.

Plante Moran Financial Advisors first reported a position in GTM in Q4 2023 and held it in 1 quarter. The position peaked at $2.44K in Q4 2023. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 132 ZoomInfo Technologies shares in Q1 2024, an estimated $2.44K.
  • Plante Moran Financial Advisors first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ZoomInfo Technologies position peaked at $2.44K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.