BDO Wealth Advisors’s Gartner IT Stock Holding History

BDO Wealth 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 Q2	$17.9K	Hold	51	–	–	﹤0.01%	591
2023 Q1	$16.6K	Hold	51	–	–	﹤0.01%	607
2022 Q4	$17.1K	Hold	51	–	–	﹤0.01%	601
2022 Q3	$14K	Hold	51	–	–	﹤0.01%	642
2022 Q2	$12K	Hold	51	–	–	﹤0.01%	652
2022 Q1	$15K	Hold	51	–	–	﹤0.01%	651
2021 Q4	$17K	Hold	51	–	–	﹤0.01%	651
2021 Q3	$15K	Hold	51	–	–	﹤0.01%	663
2021 Q2	$12K	Hold	51	–	–	﹤0.01%	722
2021 Q1	$9K	Buy	+51	New	+$8.87K	﹤0.01%	751
2017 Q3	–	Sell	-100	Closed	-$12K	–	494
2017 Q2	$12K	Buy	+100	New	+$11.6K	0.01%	352

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BDO Wealth Advisors's IT Position: Q2 2023 in Review

BDO Wealth Advisors held its Gartner (IT) position steady in Q2 2023 at 51 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

BDO Wealth Advisors first reported a position in IT in Q2 2017 and has held it in 11 quarters since. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

BDO Wealth Advisors held 51 shares of Gartner worth $17.9K as of Q2 2023.
BDO Wealth Advisors left its Gartner share count unchanged in Q2 2023.
Gartner made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #591 holding.
BDO Wealth Advisors first reported a position in Gartner in Q2 2017 and has held it in 11 quarters since.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.