Financial Advantage’s Gartner IT Stock Holding History

Financial Advantage’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 Q4	–	Sell	-42	Closed	-$11K	–	76
2022 Q3	$11K	Buy	+42	New	+$11.8K	0.01%	106

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Financial Advantage's IT Position: Q4 2022 in Review

Financial Advantage sold out of Gartner (IT) in Q4 2022, closing a stake of 42 shares — an estimated $11K sold.

Financial Advantage first reported a position in IT in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Financial Advantage reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 42 Gartner shares in Q4 2022, an estimated $11K.
Financial Advantage first reported a position in Gartner in Q3 2022 and held it in 1 quarter.
Financial Advantage's Gartner position peaked at $11K in Q3 2022.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.