PWA
GTM

Provenance Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Provenance 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
2023
Q4 		– Sell
-100
Closed -$1.64K – 616
2023
Q3 		$1.64K Buy
+100
New +$2.04K ﹤0.01% 341

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Provenance Wealth Advisors's GTM Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 100 shares — an estimated $1.64K sold.

Provenance Wealth Advisors first reported a position in GTM in Q3 2023 and held it in 1 quarter. The position peaked at $1.64K in Q3 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 100 ZoomInfo Technologies shares in Q4 2023, an estimated $1.64K.
  • Provenance Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's ZoomInfo Technologies position peaked at $1.64K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.