TFM
GTM

TFC Financial Management’s ZoomInfo Technologies GTM Stock Holding History

TFC Financial 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
2024
Q1 		– Sell
-50
Closed -$925 – 918
2023
Q4 		$925 Hold
50
– – ﹤0.01% 519
2023
Q3 		$820 Hold
50
– – ﹤0.01% 546
2023
Q2 		$1.27K Sell
50
-196
-80% -$4.64K ﹤0.01% 489
2023
Q1 		$6.08K Hold
246
– – ﹤0.01% 391
2022
Q4 		$7.41K Hold
246
– – ﹤0.01% 314
2022
Q3 		$10K Buy
246
+196
+392% +$8.32K ﹤0.01% 317
2022
Q2 		$2K Hold
50
– – ﹤0.01% 429
2022
Q1 		$3K Sell
50
-33
-40% -$1.77K ﹤0.01% 397
2021
Q4 		$5K Buy
83
+33
+66% +$2.21K ﹤0.01% 399
2021
Q3 		$3K Hold
50
– – ﹤0.01% 436
2021
Q2 		$3K Hold
50
– – ﹤0.01% 425
2021
Q1 		$2K Hold
50
– – ﹤0.01% 469
2020
Q4 		$2K Hold
50
– – ﹤0.01% 457
2020
Q3 		$2K Buy
+50
New +$1.96K ﹤0.01% 426

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

TFC Financial Management's GTM Position: Q1 2024 in Review

TFC Financial Management sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 50 shares — an estimated $925 sold.

TFC Financial Management first reported a position in GTM in Q3 2020 and held it in 14 quarters. The position peaked at $10K in Q3 2022. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • TFC Financial Management reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • TFC Financial Management sold 50 ZoomInfo Technologies shares in Q1 2024, an estimated $925.
  • TFC Financial Management first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 14 quarters.
  • TFC Financial Management's ZoomInfo Technologies position peaked at $10K in Q3 2022.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on TFC Financial Management's 13F filing for Q1 2024, filed 30 Apr 2024.