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Atlas Capital Advisors’s Gartner IT Stock Holding History

Atlas Capital 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
2023
Q1 		– Sell
-17
Closed -$5.71K – 934
2022
Q4 		$5.71K Buy
+17
New +$5.49K ﹤0.01% 776
2022
Q2 		– Sell
-21
Closed -$6.25K – 997
2022
Q1 		$6.25K Buy
+21
New +$6.08K ﹤0.01% 769

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

Atlas Capital Advisors's IT Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Gartner (IT) in Q1 2023, closing a stake of 17 shares — an estimated $5.71K sold.

Atlas Capital Advisors first reported a position in IT in Q1 2022 and held it in 2 quarters. The position peaked at $6.25K in Q1 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Atlas Capital Advisors reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 17 Gartner shares in Q1 2023, an estimated $5.71K.
  • Atlas Capital Advisors first reported a position in Gartner in Q1 2022 and held it in 2 quarters.
  • Atlas Capital Advisors's Gartner position peaked at $6.25K in Q1 2022.
  • 762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.