ACI
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Alpha Cubed Investments’s Gartner IT Stock Holding History

Alpha Cubed Investments’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
2024
Q1 		– Sell
-525
Closed -$237K – 309
2023
Q4 		$237K Buy
+525
New +$210K 0.01% 234
2023
Q1 		– Sell
-627
Closed -$211K – 302
2022
Q4 		$211K Buy
+627
New +$202K 0.02% 254
2022
Q1 		– Sell
-635
Closed -$212K – 342
2021
Q4 		$212K Buy
+635
New +$204K 0.01% 256

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha Cubed Investments's IT Position: Q1 2024 in Review

Alpha Cubed Investments sold out of Gartner (IT) in Q1 2024, closing a stake of 525 shares — an estimated $237K sold.

Alpha Cubed Investments first reported a position in IT in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Alpha Cubed Investments reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Alpha Cubed Investments sold 525 Gartner shares in Q1 2024, an estimated $237K.
  • Alpha Cubed Investments first reported a position in Gartner in Q4 2021 and held it in 3 quarters.
  • Alpha Cubed Investments's Gartner position peaked at $237K in Q4 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Alpha Cubed Investments's 13F filing for Q1 2024, filed 23 Apr 2024.