Spire Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Spire Wealth 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
2024 Q3	–	Sell	-57	Closed	-$728	–	2287
2024 Q2	$728	Buy	57 +1	+2%	+$14	﹤0.01%	2159
2024 Q1	$898	Sell	56 -50	-47%	-$814	﹤0.01%	2219
2023 Q4	$1.65K	Hold	106	–	–	﹤0.01%	2182
2023 Q3	$1.74K	Hold	106	–	–	﹤0.01%	2159
2023 Q2	$2.69K	Hold	106	–	–	﹤0.01%	2143
2023 Q1	$2.62K	Sell	106 -475	-82%	-$12.2K	﹤0.01%	2203
2022 Q4	$17K	Hold	581	–	–	﹤0.01%	1448
2022 Q3	$24K	Buy	581 +525	+938%	+$22.3K	﹤0.01%	1268
2022 Q2	$2K	Buy	+56	New	+$2.47K	﹤0.01%	2413
2022 Q1	–	Sell	-16	Closed	-$1K	–	2920
2021 Q4	$1K	Buy	+16	New	+$1.07K	﹤0.01%	2904

Other funds holding GTM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Spire Wealth Management's GTM Position: Q3 2024 in Review

Spire Wealth Management sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 57 shares — an estimated $728 sold.

Spire Wealth Management first reported a position in GTM in Q4 2021 and held it in 10 quarters. The position peaked at $24K in Q3 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

Spire Wealth Management reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 57 ZoomInfo Technologies shares in Q3 2024, an estimated $728.
Spire Wealth Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 10 quarters.
Spire Wealth Management's ZoomInfo Technologies position peaked at $24K in Q3 2022.
322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.