SW
GTM

SlateStone Wealth’s ZoomInfo Technologies GTM Stock Holding History

SlateStone Wealth’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
Q1 		– Sell
-20,900
Closed -$1.34M – 198
2021
Q4 		$1.34M Buy
20,900
+12,900
+161% +$864K 0.29% 73
2021
Q3 		$490K Buy
+8,000
New +$478K 0.11% 116

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SlateStone Wealth's GTM Position: Q1 2022 in Review

SlateStone Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2022, closing a stake of 20,900 shares — an estimated $1.34M sold.

SlateStone Wealth first reported a position in GTM in Q3 2021 and held it in 2 quarters. The position peaked at $1.34M in Q4 2021. 348 funds tracked by Wall St. Rank hold GTM as of Q1 2022.

  • SlateStone Wealth reported no remaining ZoomInfo Technologies position as of Q1 2022 after selling out during the quarter.
  • SlateStone Wealth sold 20,900 ZoomInfo Technologies shares in Q1 2022, an estimated $1.34M.
  • SlateStone Wealth first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 2 quarters.
  • SlateStone Wealth's ZoomInfo Technologies position peaked at $1.34M in Q4 2021.
  • 348 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2022.

Based on SlateStone Wealth's 13F filing for Q1 2022, filed 4 May 2022.