BAM
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Belpointe Asset Management’s Gartner IT Stock Holding History

Belpointe Asset Management’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 		– Sell
-216
Closed -$70.4K – 1949
2023
Q1 		$70.4K Sell
216
-1,311
-86% -$433K ﹤0.01% 1507
2022
Q4 		$513K Buy
1,527
+32
+2% +$10.3K 0.03% 526
2022
Q3 		$414K Buy
+1,495
New +$419K 0.03% 579

Other funds holding IT

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belpointe Asset Management's IT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Gartner (IT) in Q2 2023, closing a stake of 216 shares — an estimated $70.4K sold.

Belpointe Asset Management first reported a position in IT in Q3 2022 and held it in 3 quarters. The position peaked at $513K in Q4 2022. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 216 Gartner shares in Q2 2023, an estimated $70.4K.
  • Belpointe Asset Management first reported a position in Gartner in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Gartner position peaked at $513K in Q4 2022.
  • 778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.