SIAP
GTM

Sterling Investment Advisors (Pennsylvania)’s ZoomInfo Technologies GTM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-150
Closed -$5K – 546
2022
Q2 		$5K Hold
150
– – ﹤0.01% 461
2022
Q1 		$9K Hold
150
– – ﹤0.01% 451
2021
Q4 		$10K Hold
150
– – ﹤0.01% 442
2021
Q3 		$9K Buy
+150
New +$8.97K ﹤0.01% 446

Other funds holding GTM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $733B AUM 35.63% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s GTM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 150 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in GTM in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 150 ZoomInfo Technologies shares in Q3 2022, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s ZoomInfo Technologies position peaked at $10K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.