BerganKDV Wealth Management’s Gartner IT Stock Holding History

BerganKDV Wealth 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	$40.6K	Hold	116	–	–	﹤0.01%	403
2023 Q1	$37.8K	Hold	116	–	–	﹤0.01%	426
2022 Q4	$39K	Hold	116	–	–	﹤0.01%	404
2022 Q3	$32K	Hold	116	–	–	﹤0.01%	421
2022 Q2	$28K	Hold	116	–	–	﹤0.01%	452
2022 Q1	$35K	Sell	116 -25	-18%	-$7.24K	﹤0.01%	436
2021 Q4	$47K	Buy	141 +25	+22%	+$8.04K	﹤0.01%	432
2021 Q3	$35K	Buy	116 +108	+1,350%	+$31.3K	﹤0.01%	447
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	821
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	870
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	873
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	822
2020 Q2	$1K	Buy	+8	New	+$924	﹤0.01%	872

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's IT Position: Q2 2023 in Review

BerganKDV Wealth Management held its Gartner (IT) position steady in Q2 2023 at 116 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

BerganKDV Wealth Management first reported a position in IT in Q2 2020 and has held it in 13 quarters since. The position peaked at $47K in Q4 2021. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

BerganKDV Wealth Management held 116 shares of Gartner worth $40.6K as of Q2 2023.
BerganKDV Wealth Management left its Gartner share count unchanged in Q2 2023.
Gartner made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #403 holding.
BerganKDV Wealth Management first reported a position in Gartner in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Gartner position peaked at $47K in Q4 2021.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.