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Capstone Triton Financial Group’s Gartner IT Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-157
Closed -$25K – 214
2020
Q4 		$25K Buy
+157
New +$22.6K 0.02% 250

Other funds holding IT

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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capstone Triton Financial Group's IT Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Gartner (IT) in Q1 2021, closing a stake of 157 shares — an estimated $25K sold.

Capstone Triton Financial Group first reported a position in IT in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 573 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 157 Gartner shares in Q1 2021, an estimated $25K.
  • Capstone Triton Financial Group first reported a position in Gartner in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Gartner position peaked at $25K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.