RJA
GTM

Raymond James & Associates’s ZoomInfo Technologies GTM Stock Holding History

Raymond James & Associates’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
Q3 		$144K Sell
13,958
-59
-0.4% -$618 ﹤0.01% 3727
2024
Q2 		$179K Buy
14,017
+825
+6% +$11.5K ﹤0.01% 3633
2024
Q1 		$211K Sell
13,192
-162,805
-93% -$2.65M ﹤0.01% 3586
2023
Q4 		$3.25M Sell
175,997
-12,074
-6% -$189K ﹤0.01% 1805
2023
Q3 		$3.08M Sell
188,071
-118,060
-39% -$2.41M ﹤0.01% 1765
2023
Q2 		$7.77M Buy
306,131
+91,940
+43% +$2.18M 0.01% 1216
2023
Q1 		$5.29M Buy
214,191
+66,887
+45% +$1.72M ﹤0.01% 1424
2022
Q4 		$4.44M Buy
147,304
+44,460
+43% +$1.53M ﹤0.01% 1477
2022
Q3 		$4.28M Buy
102,844
+4,099
+4% +$174K ﹤0.01% 1469
2022
Q2 		$3.28M Buy
98,745
+29,872
+43% +$1.32M ﹤0.01% 1687
2022
Q1 		$4.11M Sell
68,873
-26,112
-27% -$1.4M ﹤0.01% 1648
2021
Q4 		$6.1M Buy
94,985
+22,370
+31% +$1.5M ﹤0.01% 1419
2021
Q3 		$4.44M Buy
72,615
+47,476
+189% +$2.84M ﹤0.01% 1572
2021
Q2 		$1.31M Sell
25,139
-5,958
-19% -$280K ﹤0.01% 2404
2021
Q1 		$1.52M Sell
31,097
-5,455
-15% -$274K ﹤0.01% 2209
2020
Q4 		$1.76M Sell
36,552
-96,096
-72% -$4.14M ﹤0.01% 1968
2020
Q3 		$5.7M Buy
132,648
+123,210
+1,305% +$4.83M 0.01% 1150
2020
Q2 		$482K Buy
+9,438
New +$451K ﹤0.01% 2607

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Raymond James & Associates's GTM Position: Q3 2024 in Review

Raymond James & Associates reduced its ZoomInfo Technologies (GTM) stake by 0.42% in Q3 2024, selling an estimated $618 and leaving 13,958 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #3727.

Raymond James & Associates first reported a position in GTM in Q2 2020 and has held it in 18 quarters since. The position peaked at $7.77M in Q2 2023. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Raymond James & Associates held 13,958 shares of ZoomInfo Technologies worth $144K as of Q3 2024.
  • Raymond James & Associates sold 59 ZoomInfo Technologies shares in Q3 2024, an estimated $618.
  • ZoomInfo Technologies made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3727 holding.
  • Raymond James & Associates first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 18 quarters since.
  • Raymond James & Associates's ZoomInfo Technologies position peaked at $7.77M in Q2 2023.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.