FAG
IT icon

Fortitude Advisory Group’s Gartner IT Stock Holding History

Fortitude Advisory Group’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
-83
Closed -$25K – 720
2022
Q1 		$25K Hold
83
– – 0.01% 757
2021
Q4 		$28K Buy
+83
New +$26.7K 0.01% 731

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

Fortitude Advisory Group's IT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Gartner (IT) in Q2 2022, closing a stake of 83 shares — an estimated $25K sold.

Fortitude Advisory Group first reported a position in IT in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 83 Gartner shares in Q2 2022, an estimated $25K.
  • Fortitude Advisory Group first reported a position in Gartner in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Gartner position peaked at $28K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.