CF
IT icon

Centaurus Financial’s Gartner IT Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-1,555
Closed -$376K – 870
2022
Q2 		$376K Buy
1,555
+37
+2% +$9.84K 0.04% 433
2022
Q1 		$452K Buy
1,518
+160
+12% +$46.3K 0.04% 443
2021
Q4 		$454K Buy
+1,358
New +$437K 0.03% 455

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Centaurus Financial's IT Position: Q3 2022 in Review

Centaurus Financial sold out of Gartner (IT) in Q3 2022, closing a stake of 1,555 shares — an estimated $376K sold.

Centaurus Financial first reported a position in IT in Q4 2021 and held it in 3 quarters. The position peaked at $454K in Q4 2021. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Centaurus Financial reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Centaurus Financial sold 1,555 Gartner shares in Q3 2022, an estimated $376K.
  • Centaurus Financial first reported a position in Gartner in Q4 2021 and held it in 3 quarters.
  • Centaurus Financial's Gartner position peaked at $454K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Centaurus Financial's 13F filing for Q3 2022, filed 5 Dec 2022.