RWM
GTM

Ritholtz Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Ritholtz Wealth Management’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
2022
Q4 		– Sell
-5,565
Closed -$232K – 754
2022
Q3 		$232K Buy
+5,565
New +$236K 0.01% 621

Other funds holding GTM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ritholtz Wealth Management's GTM Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 5,565 shares — an estimated $232K sold.

Ritholtz Wealth Management first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,565 ZoomInfo Technologies shares in Q4 2022, an estimated $232K.
  • Ritholtz Wealth Management first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's ZoomInfo Technologies position peaked at $232K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.