Castle Financial & Retirement Planning Associates’s Gartner IT Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$12K	Buy	+39	New	+$12.5K	0.04%	93

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's IT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Gartner (IT) in Q4 2021: 39 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #93 among its holdings.

691 funds tracked by Wall St. Rank hold IT as of Q4 2021.

Castle Financial & Retirement Planning Associates held 39 shares of Gartner worth $12K as of Q4 2021.
Gartner was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Gartner made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #93 holding.
691 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.