American Portfolios Advisors’s Gartner IT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$14.1K	Sell	51 -229	-82%	-$64.2K	﹤0.01%	2366
2022 Q2	$67.7K	Buy	280 +39	+16%	+$10.4K	﹤0.01%	1602
2022 Q1	$71.7K	Hold	241	–	–	﹤0.01%	1706
2021 Q4	$80.6K	Hold	241	–	–	﹤0.01%	1624
2021 Q3	$73.2K	Hold	241	–	–	﹤0.01%	1586
2021 Q2	$58.4K	Hold	241	–	–	﹤0.01%	1660
2021 Q1	$44K	Buy	241 +16	+7%	+$2.78K	﹤0.01%	1659
2020 Q4	$36K	Hold	225	–	–	﹤0.01%	1545
2020 Q3	$28.1K	Hold	225	–	–	﹤0.01%	1539
2020 Q2	$27.3K	Sell	225 -25	-10%	-$2.89K	﹤0.01%	1515
2020 Q1	$24.9K	Sell	250 -531	-68%	-$72.8K	﹤0.01%	1447
2019 Q4	$120K	Buy	781 +531	+212%	+$81.1K	0.01%	960
2019 Q3	$35.7K	Hold	250	–	–	﹤0.01%	1421
2019 Q2	$40.2K	Hold	250	–	–	﹤0.01%	1365
2019 Q1	$37.9K	Hold	250	–	–	﹤0.01%	1305
2018 Q4	$32K	Hold	250	–	–	﹤0.01%	1202
2018 Q3	$39.6K	Sell	250 -206	-45%	-$29.9K	﹤0.01%	1215
2018 Q2	$60.6K	Buy	456 +197	+76%	+$25.2K	0.01%	992
2018 Q1	$30.5K	Hold	259	–	–	﹤0.01%	1216
2017 Q4	$31.9K	Buy	+259	New	+$31.5K	0.01%	1159

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

American Portfolios Advisors's IT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Gartner (IT) stake by 82% in Q3 2022, selling an estimated $64.2K and leaving 51 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

American Portfolios Advisors first reported a position in IT in Q4 2017 and has held it in 20 quarters since. The position peaked at $120K in Q4 2019. 695 funds tracked by Wall St. Rank hold IT as of Q3 2022.

American Portfolios Advisors held 51 shares of Gartner worth $14.1K as of Q3 2022.
American Portfolios Advisors sold 229 Gartner shares in Q3 2022, an estimated $64.2K.
Gartner made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2366 holding.
American Portfolios Advisors first reported a position in Gartner in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Gartner position peaked at $120K in Q4 2019.
695 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.