AF
IT icon

Affiance Financial’s Gartner IT Stock Holding History

Affiance Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-353
Closed -$119K – 248
2022
Q4 		$119K Buy
+353
New +$114K 0.05% 123
2022
Q3 		– Sell
-996
Closed -$241K – 137
2022
Q2 		$241K Hold
996
– – 0.13% 78
2022
Q1 		$296K Hold
996
– – 0.14% 79
2021
Q4 		$333K Hold
996
– – 0.14% 89
2021
Q3 		$303K Hold
996
– – 0.13% 90
2021
Q2 		$241K Buy
+996
New +$218K 0.1% 99

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affiance Financial's IT Position: Q1 2023 in Review

Affiance Financial sold out of Gartner (IT) in Q1 2023, closing a stake of 353 shares — an estimated $119K sold.

Affiance Financial first reported a position in IT in Q2 2021 and held it in 6 quarters. The position peaked at $333K in Q4 2021. 763 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Affiance Financial reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 353 Gartner shares in Q1 2023, an estimated $119K.
  • Affiance Financial first reported a position in Gartner in Q2 2021 and held it in 6 quarters.
  • Affiance Financial's Gartner position peaked at $333K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.