SFS
GTM

Sowell Financial Services’s ZoomInfo Technologies GTM Stock Holding History

Sowell Financial Services’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
2024
Q1 		– Sell
-32,691
Closed -$604K – 589
2023
Q4 		$604K Buy
32,691
+19,797
+154% +$310K 0.03% 411
2023
Q3 		$211K Buy
+12,894
New +$264K 0.01% 499
2020
Q3 		– Sell
-200
Closed -$10K – 2735
2020
Q2 		$10K Buy
+200
New +$9.56K ﹤0.01% 1712

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Sowell Financial Services's GTM Position: Q1 2024 in Review

Sowell Financial Services sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 32,691 shares — an estimated $604K sold.

Sowell Financial Services first reported a position in GTM in Q2 2020 and held it in 3 quarters. The position peaked at $604K in Q4 2023. 342 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Sowell Financial Services reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 32,691 ZoomInfo Technologies shares in Q1 2024, an estimated $604K.
  • Sowell Financial Services first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 3 quarters.
  • Sowell Financial Services's ZoomInfo Technologies position peaked at $604K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.