TFGT
GTM

TS Financial Group (TSFG)’s ZoomInfo Technologies GTM Stock Holding History

TS Financial Group (TSFG)’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
-100
Closed -$2K – 1059
2023
Q3 		$2K Hold
100
– – ﹤0.01% 869
2023
Q2 		$3K Sell
100
-225
-69% -$5.33K ﹤0.01% 801
2023
Q1 		$8K Hold
325
– – ﹤0.01% 579
2022
Q4 		$10K Hold
325
– – ﹤0.01% 542
2022
Q3 		$14K Hold
325
– – 0.01% 460
2022
Q2 		$11K Hold
325
– – ﹤0.01% 520
2022
Q1 		$19K Buy
+325
New +$17.4K 0.01% 438

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

TS Financial Group (TSFG)'s GTM Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 100 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in GTM in Q1 2022 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 100 ZoomInfo Technologies shares in Q4 2023, an estimated $2K.
  • TS Financial Group (TSFG) first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 7 quarters.
  • TS Financial Group (TSFG)'s ZoomInfo Technologies position peaked at $19K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.