Castle Wealth Management’s Gartner IT Stock Holding History

Castle 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
2022 Q4	–	Sell	-365	Closed	-$101K	–	361
2022 Q3	$101K	Hold	365	–	–	0.06%	149
2022 Q2	$89K	Buy	+365	New	+$97.1K	0.05%	159

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Castle Wealth Management's IT Position: Q4 2022 in Review

Castle Wealth Management sold out of Gartner (IT) in Q4 2022, closing a stake of 365 shares — an estimated $101K sold.

Castle Wealth Management first reported a position in IT in Q2 2022 and held it in 2 quarters. The position peaked at $101K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Castle Wealth Management reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 365 Gartner shares in Q4 2022, an estimated $101K.
Castle Wealth Management first reported a position in Gartner in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Gartner position peaked at $101K in Q3 2022.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.