PTC
GTM

Private Trust Company’s ZoomInfo Technologies GTM Stock Holding History

Private Trust Company’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
-1,036
Closed -$19.2K – 2371
2023
Q4 		$19.2K Sell
1,036
-950
-48% -$14.9K ﹤0.01% 1419
2023
Q3 		$32.6K Sell
1,986
-65
-3% -$1.33K ﹤0.01% 1167
2023
Q2 		$52.1K Hold
2,051
– – 0.01% 1017
2023
Q1 		$50.7K Buy
2,051
+1,040
+103% +$26.7K 0.01% 992
2022
Q4 		$30K Buy
1,011
+4
+0.4% +$138 ﹤0.01% 1152
2022
Q3 		$42K Hold
1,007
– – 0.01% 957
2022
Q2 		$33K Buy
+1,007
New +$44.4K 0.01% 1071

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

Private Trust Company's GTM Position: Q1 2024 in Review

Private Trust Company sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 1,036 shares — an estimated $19.2K sold.

Private Trust Company first reported a position in GTM in Q2 2022 and held it in 7 quarters. The position peaked at $52.1K in Q2 2023. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Private Trust Company reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 1,036 ZoomInfo Technologies shares in Q1 2024, an estimated $19.2K.
  • Private Trust Company first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 7 quarters.
  • Private Trust Company's ZoomInfo Technologies position peaked at $52.1K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.