SC
GTM

Solstein Capital’s ZoomInfo Technologies GTM Stock Holding History

Solstein Capital’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
2023
Q1 		– Sell
-660
Closed -$19.9K – 289
2022
Q4 		$19.9K Hold
660
– – 0.02% 176
2022
Q3 		$28K Hold
660
– – 0.02% 184
2022
Q2 		$22K Hold
660
– – 0.02% 223
2022
Q1 		$39K Hold
660
– – 0.03% 215
2021
Q4 		$42K Sell
660
-80
-11% -$5.36K 0.03% 227
2021
Q3 		$45K Hold
740
– – 0.03% 239
2021
Q2 		$39K Hold
740
– – 0.05% 244
2021
Q1 		$36K Buy
+740
New +$37.2K 0.05% 220

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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Solstein Capital's GTM Position: Q1 2023 in Review

Solstein Capital sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 660 shares — an estimated $19.9K sold.

Solstein Capital first reported a position in GTM in Q1 2021 and held it in 8 quarters. The position peaked at $45K in Q3 2021. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Solstein Capital reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Solstein Capital sold 660 ZoomInfo Technologies shares in Q1 2023, an estimated $19.9K.
  • Solstein Capital first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 8 quarters.
  • Solstein Capital's ZoomInfo Technologies position peaked at $45K in Q3 2021.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Solstein Capital's 13F filing for Q1 2023, filed 19 Apr 2023.