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Cetera Advisors’s Gartner IT Stock Holding History

Cetera 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
2024
Q1 		$2.59M Buy
5,426
+2,428
+81% +$1.12M 0.02% 703
2023
Q4 		$1.35M Sell
2,998
-4
-0.1% -$1.6K 0.02% 655
2023
Q3 		$1.03M Buy
3,002
+158
+6% +$55.1K 0.02% 714
2023
Q2 		$996K Sell
2,844
-52
-2% -$16.9K 0.02% 715
2023
Q1 		$943K Buy
2,896
+276
+11% +$91.2K 0.02% 708
2022
Q4 		$881K Buy
2,620
+1,383
+112% +$446K 0.02% 724
2022
Q3 		$342K Sell
1,237
-50
-4% -$14K 0.01% 928
2022
Q2 		$311K Buy
1,287
+125
+11% +$33.3K 0.01% 1029
2022
Q1 		$346K Buy
1,162
+256
+28% +$74.1K 0.01% 1041
2021
Q4 		$303K Sell
906
-24
-3% -$7.72K 0.01% 1115
2021
Q3 		$283K Sell
930
-16
-2% -$4.64K 0.01% 1133
2021
Q2 		$229K Buy
+946
New +$207K 0.01% 1170

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Advisors's IT Position: Q1 2024 in Review

Cetera Advisors increased its Gartner (IT) stake by 81% in Q1 2024, buying an estimated $1.12M and bringing the position to 5,426 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #703.

Cetera Advisors first reported a position in IT in Q2 2021 and has held it in 12 quarters since. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Cetera Advisors held 5,426 shares of Gartner worth $2.59M as of Q1 2024.
  • Cetera Advisors bought 2,428 Gartner shares in Q1 2024, an estimated $1.12M.
  • Gartner made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #703 holding.
  • Cetera Advisors first reported a position in Gartner in Q2 2021 and has held it in 12 quarters since.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.