SWP
GTM

Strategic Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-10,107
Closed -$166K – 304
2023
Q3 		$166K Sell
10,107
-296
-3% -$6.05K 0.02% 273
2023
Q2 		$264K Buy
+10,403
New +$246K 0.03% 255

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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Strategic Wealth Partners's GTM Position: Q4 2023 in Review

Strategic Wealth Partners sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 10,107 shares — an estimated $166K sold.

Strategic Wealth Partners first reported a position in GTM in Q2 2023 and held it in 2 quarters. The position peaked at $264K in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Strategic Wealth Partners reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 10,107 ZoomInfo Technologies shares in Q4 2023, an estimated $166K.
  • Strategic Wealth Partners first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 2 quarters.
  • Strategic Wealth Partners's ZoomInfo Technologies position peaked at $264K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.