RFG
GTM

RFP Financial Group’s ZoomInfo Technologies GTM Stock Holding History

RFP Financial Group’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
-65
Closed -$1.2K – 960
2023
Q4 		$1.2K Hold
65
– – ﹤0.01% 754
2023
Q3 		$1.07K Hold
65
– – ﹤0.01% 768
2023
Q2 		$1.65K Hold
65
– – ﹤0.01% 734
2023
Q1 		$1.61K Hold
65
– – ﹤0.01% 554
2022
Q4 		$1.96K Buy
+65
New +$2.24K ﹤0.01% 660

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

RFP Financial Group's GTM Position: Q1 2024 in Review

RFP Financial Group sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 65 shares — an estimated $1.2K sold.

RFP Financial Group first reported a position in GTM in Q4 2022 and held it in 5 quarters. The position peaked at $1.96K in Q4 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • RFP Financial Group reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 65 ZoomInfo Technologies shares in Q1 2024, an estimated $1.2K.
  • RFP Financial Group first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's ZoomInfo Technologies position peaked at $1.96K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.