SWA
GTM

Sutton Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Sutton Wealth Advisors’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
Q3 		$1.26K Buy
+77
New +$1.57K ﹤0.01% 774
2022
Q4 		– Sell
-27
Closed -$1.13K – 1720
2022
Q3 		$1.13K Hold
27
– – ﹤0.01% 1264
2022
Q2 		$897 Buy
+27
New +$1.19K ﹤0.01% 1313

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Sutton Wealth Advisors's GTM Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in ZoomInfo Technologies (GTM) in Q3 2023: 77 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in GTM as recently as Q3 2022.

Sutton Wealth Advisors first reported a position in GTM in Q2 2022 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Sutton Wealth Advisors held 77 shares of ZoomInfo Technologies worth $1.26K as of Q3 2023.
  • ZoomInfo Technologies was a new Sutton Wealth Advisors position in Q3 2023.
  • ZoomInfo Technologies made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #774 holding.
  • Sutton Wealth Advisors first reported a position in ZoomInfo Technologies in Q2 2022 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.