Wealthfront Advisers
GTM

Wealthfront Advisers’s ZoomInfo Technologies GTM Stock Holding History

Wealthfront Advisers’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
-8,173
Closed -$208K – 844
2023
Q2 		$208K Buy
+8,173
New +$194K ﹤0.01% 814
2023
Q1 		– Sell
-10,101
Closed -$304K – 822
2022
Q4 		$304K Sell
10,101
-1,111
-10% -$38.4K ﹤0.01% 714
2022
Q3 		$467K Buy
11,212
+4,052
+57% +$172K ﹤0.01% 609
2022
Q2 		$238K Sell
7,160
-187
-3% -$8.25K ﹤0.01% 731
2022
Q1 		$438K Buy
7,347
+4,000
+120% +$215K ﹤0.01% 652
2021
Q4 		$215K Sell
3,347
-915
-21% -$61.3K ﹤0.01% 741
2021
Q3 		$261K Buy
+4,262
New +$255K ﹤0.01% 641

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

Wealthfront Advisers's GTM Position: Q3 2023 in Review

Wealthfront Advisers sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 8,173 shares — an estimated $208K sold.

Wealthfront Advisers first reported a position in GTM in Q3 2021 and held it in 7 quarters. The position peaked at $467K in Q3 2022. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Wealthfront Advisers reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 8,173 ZoomInfo Technologies shares in Q3 2023, an estimated $208K.
  • Wealthfront Advisers first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 7 quarters.
  • Wealthfront Advisers's ZoomInfo Technologies position peaked at $467K in Q3 2022.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Wealthfront Advisers's 13F filing for Q3 2023, filed 1 Nov 2023.