GWM
CVT

Gupta Wealth Management’s CVENT, INC. CVT Stock Holding History

Gupta Wealth Management’s Portfolio CVT Stock Details CVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$310K Hold
14,500
– – 0.07% 189
2015
Q4 		$506K Hold
14,500
– – 0.13% 143
2015
Q3 		$488K Hold
14,500
– – 0.12% 141
2015
Q2 		$374K Hold
14,500
– – 0.09% 179
2015
Q1 		$407K Buy
+14,500
New +$397K 0.12% 149

Other funds holding CVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Gupta Wealth Management's CVT Position: Q1 2016 in Review

Gupta Wealth Management held its CVENT, INC. (CVT) position steady in Q1 2016 at 14,500 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #189.

Gupta Wealth Management first reported a position in CVT in Q1 2015 and has held it in 5 quarters since. The position peaked at $506K in Q4 2015. 118 funds tracked by Wall St. Rank hold CVT as of Q1 2016.

  • Gupta Wealth Management held 14,500 shares of CVENT, INC. worth $310K as of Q1 2016.
  • Gupta Wealth Management left its CVENT, INC. share count unchanged in Q1 2016.
  • CVENT, INC. made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #189 holding.
  • Gupta Wealth Management first reported a position in CVENT, INC. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's CVENT, INC. position peaked at $506K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held CVENT, INC. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.