Venturi Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-1,985	Closed	-$20.9K	–	1884
2024 Q4	$20.9K	Sell	1,985 -57	-3%	-$609	﹤0.01%	1250
2024 Q3	$21.1K	Buy	2,042 +750	+58%	+$7.85K	﹤0.01%	1000
2024 Q2	$16.5K	Buy	1,292 +131	+11%	+$1.83K	﹤0.01%	983
2024 Q1	$18.6K	Buy	1,161 +912	+366%	+$14.8K	﹤0.01%	760
2023 Q4	$4.61K	Sell	249 -169	-40%	-$2.65K	﹤0.01%	1043
2023 Q3	$6.86K	Buy	+418	New	+$8.54K	﹤0.01%	884
2023 Q2	–	Sell	-162	Closed	-$4K	–	1300
2023 Q1	$4K	Buy	+162	New	+$4.16K	﹤0.01%	870

Other funds holding GTM

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Venturi Wealth Management's GTM Position: Q1 2025 in Review

Venturi Wealth Management sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 1,985 shares — an estimated $20.9K sold.

Venturi Wealth Management first reported a position in GTM in Q1 2023 and held it in 7 quarters. The position peaked at $21.1K in Q3 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

Venturi Wealth Management reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 1,985 ZoomInfo Technologies shares in Q1 2025, an estimated $20.9K.
Venturi Wealth Management first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 7 quarters.
Venturi Wealth Management's ZoomInfo Technologies position peaked at $21.1K in Q3 2024.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.