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Bellwether Advisors’s Gartner IT Stock Holding History

Bellwether 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
Q2 		– Sell
-8
Closed -$2K – 487
2022
Q1 		$2K Hold
8
– – ﹤0.01% 461
2021
Q4 		$2K Hold
8
– – ﹤0.01% 507
2021
Q3 		$2K Sell
8
-6,182
-100% -$1.79M ﹤0.01% 473
2021
Q2 		$1.5M Buy
+6,190
New +$1.35M 0.52% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Advisors's IT Position: Q2 2022 in Review

Bellwether Advisors sold out of Gartner (IT) in Q2 2022, closing a stake of 8 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in IT in Q2 2021 and held it in 4 quarters. The position peaked at $1.5M in Q2 2021. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • Bellwether Advisors reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 8 Gartner shares in Q2 2022, an estimated $2K.
  • Bellwether Advisors first reported a position in Gartner in Q2 2021 and held it in 4 quarters.
  • Bellwether Advisors's Gartner position peaked at $1.5M in Q2 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.