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CFS Investment Advisory Services’s Gartner IT Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-82,991
Closed – – 367
2022
Q1 		$0 Buy
+82,991
New +$24M ﹤0.01% 476

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFS Investment Advisory Services's IT Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Gartner (IT) in Q2 2022, closing a stake of 82,991 shares.

CFS Investment Advisory Services first reported a position in IT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 82,991 Gartner shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Gartner in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Gartner position peaked at $0 in Q1 2022.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.