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Crestwood Advisors Group, LLC → GTM

Crestwood Advisors Group, LLC GTM Position History

ZoomInfo Technologies Inc. • Technology

Quarters held
5
Latest value
$53K
Q3 2026
Peak value
$190K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$135K
Q4 2025$190K
Q1 2026$163K
Q2 2026$46K
Q3 2026$53K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$53K14.0K——
Q2 2026$46K15.8K——
Q1 2026$163K27.2K——
Q4 2025$190K18.6K——
Q3 2025$135K12.4K——

Other funds holding GTM

Other Crestwood Advisors Group, LLC positions

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ISHARES CORE S&P 500 ETF

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ETHA

ISHARES CORE S&P 500 ETF

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$353M
MSFT

MICROSOFT CORP COM

$286.1M
Crestwood Advisors Group, LLC GTM Holdings: 13F Position History | Track13F