Truist Financial
GTM

Truist Financial’s ZoomInfo Technologies GTM Stock Holding History

Truist Financial’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
-27,434
Closed -$450K – 2730
2023
Q3 		$450K Sell
27,434
-1,304,379
-98% -$26.7M ﹤0.01% 1976
2023
Q2 		$33.8M Buy
1,331,813
+581,072
+77% +$13.8M 0.06% 299
2023
Q1 		$18.6M Buy
750,741
+735,108
+4,702% +$18.9M 0.03% 399
2022
Q4 		$471K Sell
15,633
-9,585
-38% -$331K ﹤0.01% 2004
2022
Q3 		$1.05M Buy
25,218
+4,865
+24% +$207K ﹤0.01% 1474
2022
Q2 		$677K Buy
20,353
+6,433
+46% +$284K ﹤0.01% 1732
2022
Q1 		$831K Buy
13,920
+3,964
+40% +$213K ﹤0.01% 1716
2021
Q4 		$638K Buy
9,956
+3,587
+56% +$240K ﹤0.01% 1885
2021
Q3 		$390K Buy
+6,369
New +$381K ﹤0.01% 2165
2021
Q1 		– Sell
-4,200
Closed -$203K – 2743
2020
Q4 		$203K Buy
+4,200
New +$181K ﹤0.01% 2376

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

Truist Financial's GTM Position: Q4 2023 in Review

Truist Financial sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 27,434 shares — an estimated $450K sold.

Truist Financial first reported a position in GTM in Q4 2020 and held it in 10 quarters. The position peaked at $33.8M in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Truist Financial reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 27,434 ZoomInfo Technologies shares in Q4 2023, an estimated $450K.
  • Truist Financial first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 10 quarters.
  • Truist Financial's ZoomInfo Technologies position peaked at $33.8M in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.