WFA
GTM

Wipfli Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Wipfli Financial 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
2022
Q3 		$8K Buy
+189
New +$8.03K ﹤0.01% 1940

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wipfli Financial Advisors's GTM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ZoomInfo Technologies (GTM) in Q3 2022: 189 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings.

421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Wipfli Financial Advisors held 189 shares of ZoomInfo Technologies worth $8K as of Q3 2022.
  • ZoomInfo Technologies was a new Wipfli Financial Advisors position in Q3 2022.
  • ZoomInfo Technologies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1940 holding.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.