RFA
GTM

Register Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Register Financial 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
Q3 		– Sell
-100
Closed -$1.28K – 712
2024
Q2 		$1.28K Hold
100
– – ﹤0.01% 687
2024
Q1 		$1.6K Buy
+100
New +$1.63K ﹤0.01% 691
2023
Q4 		– Sell
-100
Closed -$1.64K – 628
2023
Q3 		$1.64K Hold
100
– – ﹤0.01% 530
2023
Q2 		$2.54K Hold
100
– – ﹤0.01% 489
2023
Q1 		$2.47K Hold
100
– – ﹤0.01% 485
2022
Q4 		$3.01K Buy
+100
New +$3.45K ﹤0.01% 709

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

Register Financial Advisors's GTM Position: Q3 2024 in Review

Register Financial Advisors sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 100 shares — an estimated $1.28K sold.

Register Financial Advisors first reported a position in GTM in Q4 2022 and held it in 6 quarters. The position peaked at $3.01K in Q4 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Register Financial Advisors reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 100 ZoomInfo Technologies shares in Q3 2024, an estimated $1.28K.
  • Register Financial Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's ZoomInfo Technologies position peaked at $3.01K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.