PIWA
GTM

Prevail Innovative Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Prevail Innovative Wealth 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
Q3 		– Sell
-360,306
Closed -$4.6M – 206
2024
Q2 		$4.6M Buy
360,306
+222,222
+161% +$3.11M 1.63% 10
2024
Q1 		$2.21M Buy
+138,084
New +$2.25M 0.82% 50

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GTM Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 360,306 shares — an estimated $4.6M sold.

Prevail Innovative Wealth Advisors first reported a position in GTM in Q1 2024 and held it in 2 quarters. The position peaked at $4.6M in Q2 2024. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 360,306 ZoomInfo Technologies shares in Q3 2024, an estimated $4.6M.
  • Prevail Innovative Wealth Advisors first reported a position in ZoomInfo Technologies in Q1 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's ZoomInfo Technologies position peaked at $4.6M in Q2 2024.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.