RPWA
GTM

Regent Peak Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-1,425
Closed -$69K – 1038
2020
Q4 		$69K Buy
+1,425
New +$61.4K 0.02% 263

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Regent Peak Wealth Advisors's GTM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2021, closing a stake of 1,425 shares — an estimated $69K sold.

Regent Peak Wealth Advisors first reported a position in GTM in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 180 funds tracked by Wall St. Rank hold GTM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,425 ZoomInfo Technologies shares in Q1 2021, an estimated $69K.
  • Regent Peak Wealth Advisors first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ZoomInfo Technologies position peaked at $69K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.