EWM
IT icon

Executive Wealth Management’s Gartner IT Stock Holding History

Executive 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
2019
Q3 		– Sell
-159
Closed -$26K – 456
2019
Q2 		$26K Hold
159
– – ﹤0.01% 426
2019
Q1 		$24K Hold
159
– – ﹤0.01% 397
2018
Q4 		$20K Buy
+159
New +$22.9K ﹤0.01% 429

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Executive Wealth Management's IT Position: Q3 2019 in Review

Executive Wealth Management sold out of Gartner (IT) in Q3 2019, closing a stake of 159 shares — an estimated $26K sold.

Executive Wealth Management first reported a position in IT in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 446 funds tracked by Wall St. Rank hold IT as of Q3 2019.

  • Executive Wealth Management reported no remaining Gartner position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 159 Gartner shares in Q3 2019, an estimated $26K.
  • Executive Wealth Management first reported a position in Gartner in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Gartner position peaked at $26K in Q2 2019.
  • 446 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.