FCH
IT icon

Freestone Capital Holdings’s Gartner IT Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-29
Closed -$4.65K – 741
2020
Q4 		$4.65K Hold
29
– – ﹤0.01% 1017
2020
Q3 		$3.62K Buy
+29
New +$3.69K ﹤0.01% 944

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Freestone Capital Holdings's IT Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Gartner (IT) in Q1 2021, closing a stake of 29 shares — an estimated $4.65K sold.

Freestone Capital Holdings first reported a position in IT in Q3 2020 and held it in 2 quarters. The position peaked at $4.65K in Q4 2020. 574 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 29 Gartner shares in Q1 2021, an estimated $4.65K.
  • Freestone Capital Holdings first reported a position in Gartner in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Gartner position peaked at $4.65K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.