SQA
GTM

Simon Quick Advisors’s ZoomInfo Technologies GTM Stock Holding History

Simon Quick 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
2022
Q4 		– Sell
-5,855
Closed -$244K – 251
2022
Q3 		$244K Buy
5,855
+4
+0.1% +$170 0.03% 167
2022
Q2 		$279K Buy
+5,851
New +$258K 0.04% 141

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
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

Simon Quick Advisors's GTM Position: Q4 2022 in Review

Simon Quick Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 5,855 shares — an estimated $244K sold.

Simon Quick Advisors first reported a position in GTM in Q2 2022 and held it in 2 quarters. The position peaked at $279K in Q2 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Simon Quick Advisors reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 5,855 ZoomInfo Technologies shares in Q4 2022, an estimated $244K.
  • Simon Quick Advisors first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 2 quarters.
  • Simon Quick Advisors's ZoomInfo Technologies position peaked at $279K in Q2 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Simon Quick Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.