WTA
GTM

Washington Trust Advisors’s ZoomInfo Technologies GTM Stock Holding History

Washington Trust 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
2025
Q4 		– Sell
-351
Closed -$3.83K – 697
2025
Q3 		$3.83K Sell
351
-126
-26% -$1.35K ﹤0.01% 636
2025
Q2 		$4.83K Hold
477
– – ﹤0.01% 574
2025
Q1 		$4.77K Hold
477
– – ﹤0.01% 555
2024
Q4 		$5.01K Hold
477
– – ﹤0.01% 567
2024
Q3 		$4.92K Hold
477
– – ﹤0.01% 575
2024
Q2 		$6.09K Hold
477
– – ﹤0.01% 528
2024
Q1 		$7.65K Sell
477
-690
-59% -$11.2K ﹤0.01% 518
2023
Q4 		$21.6K Buy
1,167
+563
+93% +$8.83K ﹤0.01% 394
2023
Q3 		$9.91K Buy
604
+228
+61% +$4.66K ﹤0.01% 464
2023
Q2 		$9.55K Buy
376
+76
+25% +$1.8K ﹤0.01% 467
2023
Q1 		$7.41K Hold
300
– – ﹤0.01% 546
2022
Q4 		$9.03K Buy
+300
New +$10.4K ﹤0.01% 514

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return