TFP
GTM

Tilia Fiduciary Partners’s ZoomInfo Technologies GTM Stock Holding History

Tilia Fiduciary 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
Q3 		– Sell
-44
Closed -$1.12K – 523
2023
Q2 		$1.12K Hold
44
– – ﹤0.01% 495
2023
Q1 		$1.09K Hold
44
– – ﹤0.01% 482
2022
Q4 		$1.32K Hold
44
– – ﹤0.01% 471
2022
Q3 		$2K Buy
+44
New +$1.87K ﹤0.01% 487

Other funds holding GTM

CG
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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

Tilia Fiduciary Partners's GTM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 44 shares — an estimated $1.12K sold.

Tilia Fiduciary Partners first reported a position in GTM in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 44 ZoomInfo Technologies shares in Q3 2023, an estimated $1.12K.
  • Tilia Fiduciary Partners first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 4 quarters.
  • Tilia Fiduciary Partners's ZoomInfo Technologies position peaked at $2K in Q3 2022.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.