Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
GTM holding history
ZoomInfo Technologies Inc. in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GTM overviewAll 13F holders of GTMFull Q3 2023 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −8,012−100.0% | Sold out | Holders |
| Q2 2023 | 8,012 | $203.4K | <0.1% | −1,228−13.3% | Reduced | Holders |
| Q1 2023 | 9,240 | $228.3K | <0.1% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 10,520 | $350.0K | <0.1% | +10,520 | New | Holders |