WOC
GTM

West Oak Capital’s ZoomInfo Technologies GTM Stock Holding History

West Oak Capital’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
2024
Q3 		– Sell
-300
Closed -$3.83K – 331
2024
Q2 		$3.83K Hold
300
– – ﹤0.01% 278
2024
Q1 		$5K Hold
300
– – ﹤0.01% 270
2023
Q4 		$5K Hold
300
– – ﹤0.01% 271
2023
Q3 		$5K Buy
300
+250
+500% +$5.11K ﹤0.01% 269
2023
Q2 		$1.27K Hold
50
– – ﹤0.01% 291
2023
Q1 		$1.24K Buy
+50
New +$1.28K ﹤0.01% 293

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

West Oak Capital's GTM Position: Q3 2024 in Review

West Oak Capital sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 300 shares — an estimated $3.83K sold.

West Oak Capital first reported a position in GTM in Q1 2023 and held it in 6 quarters. The position peaked at $5K in Q1 2024. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • West Oak Capital reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 300 ZoomInfo Technologies shares in Q3 2024, an estimated $3.83K.
  • West Oak Capital first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 6 quarters.
  • West Oak Capital's ZoomInfo Technologies position peaked at $5K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.