RIM
GTM

Rockbridge Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Rockbridge Investment 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
2020
Q3 		– Sell
-20
Closed -$1K – 681
2020
Q2 		$1K Buy
+20
New +$956 ﹤0.01% 614

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Rockbridge Investment Management's GTM Position: Q3 2020 in Review

Rockbridge Investment Management sold out of ZoomInfo Technologies (GTM) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in GTM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 133 funds tracked by Wall St. Rank hold GTM as of Q3 2020.

  • Rockbridge Investment Management reported no remaining ZoomInfo Technologies position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 ZoomInfo Technologies shares in Q3 2020, an estimated $1K.
  • Rockbridge Investment Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's ZoomInfo Technologies position peaked at $1K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.