VitalStone Financial’s ZoomInfo Technologies GTM Stock Holding History

VitalStone 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 Q2	–	Sell	-4	Closed	–	–	1068
2023 Q1	$0	Buy	+4	New	+$103	﹤0.01%	537

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

VitalStone Financial's GTM Position: Q2 2023 in Review

VitalStone Financial sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 4 shares.

VitalStone Financial first reported a position in GTM in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

VitalStone Financial reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 4 ZoomInfo Technologies shares in Q2 2023.
VitalStone Financial first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 1 quarter.
VitalStone Financial's ZoomInfo Technologies position peaked at $0 in Q1 2023.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.