RJFSA
GTM

Raymond James Financial Services Advisors’s ZoomInfo Technologies GTM Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-20,370
Closed -$377K – 3516
2023
Q4 		$377K Sell
20,370
-36,689
-64% -$575K ﹤0.01% 2588
2023
Q3 		$936K Buy
57,059
+3,684
+7% +$75.3K ﹤0.01% 1944
2023
Q2 		$1.36M Sell
53,375
-496
-0.9% -$11.7K ﹤0.01% 1757
2023
Q1 		$1.33M Buy
53,871
+10,236
+23% +$263K ﹤0.01% 1727
2022
Q4 		$1.31M Sell
43,635
-8,248
-16% -$285K ﹤0.01% 1671
2022
Q3 		$2.16M Buy
51,883
+9,555
+23% +$406K ﹤0.01% 1380
2022
Q2 		$1.41M Sell
42,328
-4,521
-10% -$199K ﹤0.01% 1640
2022
Q1 		$2.8M Sell
46,849
-43,488
-48% -$2.33M 0.01% 1310
2021
Q4 		$5.8M Sell
90,337
-440
-0.5% -$29.5K 0.01% 945
2021
Q3 		$5.55M Buy
90,777
+7,465
+9% +$446K 0.01% 919
2021
Q2 		$4.35M Buy
83,312
+9,401
+13% +$442K 0.01% 1044
2021
Q1 		$3.61M Sell
73,911
-40,174
-35% -$2.02M 0.01% 1072
2020
Q4 		$5.5M Buy
114,085
+61,159
+116% +$2.63M 0.01% 794
2020
Q3 		$2.27M Buy
52,926
+20,541
+63% +$806K 0.01% 1100
2020
Q2 		$1.65M Buy
+32,385
New +$1.55M 0.01% 1195

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

Raymond James Financial Services Advisors's GTM Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 20,370 shares — an estimated $377K sold.

Raymond James Financial Services Advisors first reported a position in GTM in Q2 2020 and held it in 15 quarters. The position peaked at $5.8M in Q4 2021. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 20,370 ZoomInfo Technologies shares in Q1 2024, an estimated $377K.
  • Raymond James Financial Services Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's ZoomInfo Technologies position peaked at $5.8M in Q4 2021.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.