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Capital Directions Investment Advisors’s Gartner IT Stock Holding History

Capital Directions Investment 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
-40
Closed -$2K – 259
2022
Q1 		$2K Buy
+40
New +$11.6K ﹤0.01% 260

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

Capital Directions Investment Advisors's IT Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Gartner (IT) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in IT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 691 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 40 Gartner shares in Q2 2022, an estimated $2K.
  • Capital Directions Investment Advisors first reported a position in Gartner in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Gartner position peaked at $2K in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.