PWMG
GTM

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

Private 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
-60
Closed -$600 – 1614
2025
Q1 		$600 Sell
60
-4
-6% -$42 ﹤0.01% 1367
2024
Q4 		$673 Sell
64
-1
-2% -$11 ﹤0.01% 1384
2024
Q3 		$671 Buy
+65
New +$681 ﹤0.01% 1376
2024
Q2 		– Sell
-131
Closed -$2.1K – 1615
2024
Q1 		$2.1K Sell
131
-99
-43% -$1.61K ﹤0.01% 942
2023
Q4 		$4.25K Buy
+230
New +$3.61K ﹤0.01% 688

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

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

Private Wealth Management Group sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 60 shares — an estimated $600 sold.

Private Wealth Management Group first reported a position in GTM in Q4 2023 and held it in 5 quarters. The position peaked at $4.25K in Q4 2023. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Private Wealth Management Group reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 60 ZoomInfo Technologies shares in Q2 2025, an estimated $600.
  • Private Wealth Management Group first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's ZoomInfo Technologies position peaked at $4.25K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.