GoalVest Advisory’s Gartner IT Stock Holding History

GoalVest Advisory’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	-1	Closed	–	–	424
2022 Q1	$0	Buy	+1	New	+$290	﹤0.01%	442

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

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

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

GoalVest Advisory's IT Position: Q2 2022 in Review

GoalVest Advisory sold out of Gartner (IT) in Q2 2022, closing a stake of 1 share.

GoalVest Advisory first reported a position in IT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

GoalVest Advisory reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1 Gartner share in Q2 2022.
GoalVest Advisory first reported a position in Gartner in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Gartner position peaked at $0 in Q1 2022.
690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.