Fiduciary Alliance’s Gartner IT Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-22	Closed	-$7.71K	–	544
2023 Q2	$7.71K	Buy	+22	New	+$7.16K	﹤0.01%	616
2023 Q1	–	Sell	-22	Closed	-$7.39K	–	486
2022 Q4	$7.39K	Buy	+22	New	+$7.1K	﹤0.01%	465

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's IT Position: Q3 2023 in Review

Fiduciary Alliance sold out of Gartner (IT) in Q3 2023, closing a stake of 22 shares — an estimated $7.71K sold.

Fiduciary Alliance first reported a position in IT in Q4 2022 and held it in 2 quarters. The position peaked at $7.71K in Q2 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Fiduciary Alliance reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 22 Gartner shares in Q3 2023, an estimated $7.71K.
Fiduciary Alliance first reported a position in Gartner in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Gartner position peaked at $7.71K in Q2 2023.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.