TLA
GTM

Tanglewood Legacy Advisors’s ZoomInfo Technologies GTM Stock Holding History

Tanglewood Legacy 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
2024
Q1 		– Sell
-670
Closed -$12.4K – 302
2023
Q4 		$12.4K Hold
670
– – 0.01% 234
2023
Q3 		$11K Hold
670
– – 0.01% 245
2023
Q2 		$17K Hold
670
– – 0.01% 226
2023
Q1 		$16.6K Hold
670
– – 0.01% 216
2022
Q4 		$20.2K Buy
+670
New +$23.1K 0.01% 184

Other funds holding GTM

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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Tanglewood Legacy Advisors's GTM Position: Q1 2024 in Review

Tanglewood Legacy Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 670 shares — an estimated $12.4K sold.

Tanglewood Legacy Advisors first reported a position in GTM in Q4 2022 and held it in 5 quarters. The position peaked at $20.2K in Q4 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Tanglewood Legacy Advisors reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 670 ZoomInfo Technologies shares in Q1 2024, an estimated $12.4K.
  • Tanglewood Legacy Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 5 quarters.
  • Tanglewood Legacy Advisors's ZoomInfo Technologies position peaked at $20.2K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.