SIM
GTM

Sonora Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Sonora 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
2021
Q3 		– Sell
-200
Closed -$10K – 1124
2021
Q2 		$10K Sell
200
-100
-33% -$4.7K ﹤0.01% 722
2021
Q1 		$15K Buy
+300
New +$15.1K ﹤0.01% 1097

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sonora Investment Management's GTM Position: Q3 2021 in Review

Sonora Investment Management sold out of ZoomInfo Technologies (GTM) in Q3 2021, closing a stake of 200 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in GTM in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 282 funds tracked by Wall St. Rank hold GTM as of Q3 2021.

  • Sonora Investment Management reported no remaining ZoomInfo Technologies position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 200 ZoomInfo Technologies shares in Q3 2021, an estimated $10K.
  • Sonora Investment Management first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 2 quarters.
  • Sonora Investment Management's ZoomInfo Technologies position peaked at $15K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.