Avidian Wealth Enterprises’s Gartner IT Stock Holding History

Avidian Wealth Enterprises’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	-696	Closed	-$234K	–	490
2022 Q4	$234K	Buy	+696	New	+$225K	0.02%	405
2022 Q1	–	Sell	-688	Closed	-$230K	–	541
2021 Q4	$230K	Buy	688 +27	+4%	+$8.68K	0.01%	461
2021 Q3	$201K	Buy	+661	New	+$192K	0.02%	355
2020 Q1	–	Sell	-7,649	Closed	-$1.18M	–	229
2019 Q4	$1.18M	Sell	7,649 -724	-9%	-$111K	0.17%	59
2019 Q3	$1.2M	Buy	+8,373	New	+$1.22M	0.2%	48

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

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

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avidian Wealth Enterprises's IT Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Gartner (IT) in Q1 2023, closing a stake of 696 shares — an estimated $234K sold.

Avidian Wealth Enterprises first reported a position in IT in Q3 2019 and held it in 5 quarters. The position peaked at $1.2M in Q3 2019. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Avidian Wealth Enterprises reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 696 Gartner shares in Q1 2023, an estimated $234K.
Avidian Wealth Enterprises first reported a position in Gartner in Q3 2019 and held it in 5 quarters.
Avidian Wealth Enterprises's Gartner position peaked at $1.2M in Q3 2019.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.