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Centerpoint Advisors’s Gartner IT Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-2
Closed -$1K – 512
2023
Q3 		$1K Hold
2
– – ﹤0.01% 506
2023
Q2 		$1K Hold
2
– – ﹤0.01% 508
2023
Q1 		$1K Buy
+2
New +$661 ﹤0.01% 504
2018
Q3 		– Sell
-18
Closed -$2K – 302
2018
Q2 		$2K Buy
+18
New +$2.3K ﹤0.01% 306

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Centerpoint Advisors's IT Position: Q4 2023 in Review

Centerpoint Advisors sold out of Gartner (IT) in Q4 2023, closing a stake of 2 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in IT in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Centerpoint Advisors reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 2 Gartner shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Gartner in Q2 2018 and held it in 4 quarters.
  • Centerpoint Advisors's Gartner position peaked at $2K in Q2 2018.
  • 865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.