PFS
GTM

Prospera Financial Services’s ZoomInfo Technologies GTM Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-1,011
Closed -$60K – 2657
2022
Q1 		$60K Buy
+1,011
New +$54.2K ﹤0.01% 1292

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Prospera Financial Services's GTM Position: Q2 2022 in Review

Prospera Financial Services sold out of ZoomInfo Technologies (GTM) in Q2 2022, closing a stake of 1,011 shares — an estimated $60K sold.

Prospera Financial Services first reported a position in GTM in Q1 2022 and held it in 1 quarter. The position peaked at $60K in Q1 2022. 363 funds tracked by Wall St. Rank hold GTM as of Q2 2022.

  • Prospera Financial Services reported no remaining ZoomInfo Technologies position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,011 ZoomInfo Technologies shares in Q2 2022, an estimated $60K.
  • Prospera Financial Services first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's ZoomInfo Technologies position peaked at $60K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.