PCA
GTM

Private Capital Advisors’s ZoomInfo Technologies GTM Stock Holding History

Private Capital 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
2022
Q3 		– Sell
-12,627
Closed -$420K – 96
2022
Q2 		$420K Sell
12,627
-151,520
-92% -$6.69M 0.07% 60
2022
Q1 		$9.81M Sell
164,147
-6,029
-4% -$324K 1.43% 25
2021
Q4 		$10.9M Buy
+170,176
New +$11.4M 1.74% 19

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Private Capital Advisors's GTM Position: Q3 2022 in Review

Private Capital Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 12,627 shares — an estimated $420K sold.

Private Capital Advisors first reported a position in GTM in Q4 2021 and held it in 3 quarters. The position peaked at $10.9M in Q4 2021. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Private Capital Advisors reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • Private Capital Advisors sold 12,627 ZoomInfo Technologies shares in Q3 2022, an estimated $420K.
  • Private Capital Advisors first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 3 quarters.
  • Private Capital Advisors's ZoomInfo Technologies position peaked at $10.9M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Private Capital Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.