PWMG
GTM

Prestige Wealth Management Group’s ZoomInfo Technologies GTM Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-139
Closed -$1.39K – 1065
2025
Q1 		$1.39K Hold
139
– – ﹤0.01% 799
2024
Q4 		$1.46K Buy
+139
New +$1.49K ﹤0.01% 829
2024
Q3 		– Sell
-132
Closed -$1.69K – 1053
2024
Q2 		$1.69K Buy
+132
New +$1.85K ﹤0.01% 755
2023
Q3 		– Sell
-39
Closed -$991 – 1095
2023
Q2 		$991 Buy
+39
New +$924 ﹤0.01% 911

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
Fidelity Investments
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Prestige Wealth Management Group's GTM Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 139 shares — an estimated $1.39K sold.

Prestige Wealth Management Group first reported a position in GTM in Q2 2023 and held it in 4 quarters. The position peaked at $1.69K in Q2 2024. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 139 ZoomInfo Technologies shares in Q2 2025, an estimated $1.39K.
  • Prestige Wealth Management Group first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 4 quarters.
  • Prestige Wealth Management Group's ZoomInfo Technologies position peaked at $1.69K in Q2 2024.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.