TD Asset Management
GTM

TD Asset Management’s ZoomInfo Technologies GTM Stock Holding History

TD Asset 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
2023
Q4 		– Sell
-17,151
Closed -$281K – 1455
2023
Q3 		$281K Sell
17,151
-1,900
-10% -$38.8K ﹤0.01% 1347
2023
Q2 		$484K Sell
19,051
-35,306
-65% -$836K ﹤0.01% 1272
2023
Q1 		$1.34M Sell
54,357
-445
-0.8% -$11.4K ﹤0.01% 1084
2022
Q4 		$1.65M Buy
54,802
+1,357
+3% +$46.8K ﹤0.01% 1041
2022
Q3 		$2.23M Sell
53,445
-7,844
-13% -$333K ﹤0.01% 971
2022
Q2 		$2.04M Buy
61,289
+6,957
+13% +$307K ﹤0.01% 1005
2022
Q1 		$3.25M Buy
54,332
+2,996
+6% +$161K ﹤0.01% 937
2021
Q4 		$3.3M Buy
+51,336
New +$3.44M ﹤0.01% 992
2020
Q3 		– Sell
-30,809
Closed -$1.57M – 1403
2020
Q2 		$1.57M Buy
+30,809
New +$1.47M ﹤0.01% 939

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

TD Asset Management's GTM Position: Q4 2023 in Review

TD Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 17,151 shares — an estimated $281K sold.

TD Asset Management first reported a position in GTM in Q2 2020 and held it in 9 quarters. The position peaked at $3.3M in Q4 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • TD Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • TD Asset Management sold 17,151 ZoomInfo Technologies shares in Q4 2023, an estimated $281K.
  • TD Asset Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 9 quarters.
  • TD Asset Management's ZoomInfo Technologies position peaked at $3.3M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on TD Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.