Values First Advisors’s ZoomInfo Technologies GTM Stock Holding History

Values First Advisors’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 Q2	–	Sell	-46,228	Closed	-$1.14M	–	350
2023 Q1	$1.14M	Buy	46,228 +21,427	+86%	+$550K	0.73%	42
2022 Q4	$747K	Sell	24,801 -4,592	-16%	-$159K	0.52%	58
2022 Q3	$1.23M	Buy	29,393 +12,141	+70%	+$516K	0.88%	37
2022 Q2	$573K	Buy	17,252 +10,180	+144%	+$449K	0.41%	76
2022 Q1	$422K	Buy	7,072 +1,231	+21%	+$66.1K	0.27%	103
2021 Q4	$375K	Sell	5,841 -130	-2%	-$8.7K	0.22%	114
2021 Q3	$365K	Buy	+5,971	New	+$357K	0.24%	114

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Values First Advisors's GTM Position: Q2 2023 in Review

Values First Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 46,228 shares — an estimated $1.14M sold.

Values First Advisors first reported a position in GTM in Q3 2021 and held it in 7 quarters. The position peaked at $1.23M in Q3 2022. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

Values First Advisors reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 46,228 ZoomInfo Technologies shares in Q2 2023, an estimated $1.14M.
Values First Advisors first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 7 quarters.
Values First Advisors's ZoomInfo Technologies position peaked at $1.23M in Q3 2022.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.