WCM Investment Management
GTM

WCM Investment Management’s ZoomInfo Technologies GTM Stock Holding History

WCM Investment 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
2023
Q3 		– Sell
-227,012
Closed -$5.79M – 223
2023
Q2 		$5.79M Sell
227,012
-4,657
-2% -$110K 0.02% 150
2023
Q1 		$5.72M Buy
231,669
+6,942
+3% +$178K 0.02% 152
2022
Q4 		$6.77M Buy
224,727
+64,657
+40% +$2.23M 0.02% 149
2022
Q3 		$6.67M Buy
160,070
+69,218
+76% +$2.94M 0.02% 139
2022
Q2 		$3.11M Buy
90,852
+2,588
+3% +$114K 0.01% 158
2022
Q1 		$5.27M Buy
+88,264
New +$4.74M 0.01% 145

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

WCM Investment Management's GTM Position: Q3 2023 in Review

WCM Investment Management sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 227,012 shares — an estimated $5.79M sold.

WCM Investment Management first reported a position in GTM in Q1 2022 and held it in 6 quarters. The position peaked at $6.77M in Q4 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • WCM Investment Management reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • WCM Investment Management sold 227,012 ZoomInfo Technologies shares in Q3 2023, an estimated $5.79M.
  • WCM Investment Management first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 6 quarters.
  • WCM Investment Management's ZoomInfo Technologies position peaked at $6.77M in Q4 2022.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.