A detailed history of Captrust Financial Advisors transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 14,378 shares of ZI stock, worth $151,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,378
Previous 13,624 5.53%
Holding current value
$151,112
Previous $218,000 16.06%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$11.78 - $16.62 $8,882 - $12,531
754 Added 5.53%
14,378 $183,000
Q1 2024

May 15, 2024

SELL
$15.11 - $18.32 $18,509 - $22,442
-1,225 Reduced 8.25%
13,624 $218,000
Q4 2023

Feb 14, 2024

SELL
$12.53 - $18.94 $10,612 - $16,042
-847 Reduced 5.4%
14,849 $274,000
Q3 2023

Nov 14, 2023

BUY
$15.73 - $28.95 $3,743 - $6,890
238 Added 1.54%
15,696 $257,000
Q2 2023

Aug 14, 2023

BUY
$20.44 - $28.46 $74,708 - $104,021
3,655 Added 30.97%
15,458 $392,000
Q1 2023

May 15, 2023

SELL
$21.36 - $30.24 $9,590 - $13,577
-449 Reduced 3.66%
11,803 $291,000
Q4 2022

Feb 15, 2023

BUY
$26.17 - $48.62 $121,664 - $226,034
4,649 Added 61.15%
12,252 $368,000
Q3 2022

Nov 16, 2022

SELL
$33.89 - $51.59 $61,815 - $94,100
-1,824 Reduced 19.35%
7,603 $317,000
Q2 2022

Aug 16, 2022

BUY
$31.05 - $60.75 $130,254 - $254,846
4,195 Added 80.18%
9,427 $313,000
Q1 2022

May 16, 2022

BUY
$45.99 - $61.46 $156,136 - $208,656
3,395 Added 184.81%
5,232 $313,000
Q4 2021

Feb 14, 2022

BUY
$56.91 - $77.35 $2,276 - $3,094
40 Added 2.23%
1,837 $118,000
Q3 2021

Nov 16, 2021

BUY
$49.75 - $68.52 $89,400 - $123,130
1,797 New
1,797 $110,000

Others Institutions Holding ZI

About ZoomInfo Technologies Inc.


  • Ticker ZI
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 403,441,984
  • Market Cap $4.24B
  • Description
  • ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...
More about ZI
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.