GWM
IT icon

Gupta Wealth Management’s Gartner IT Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$2K Hold
27
– – ﹤0.01% 1065
2015
Q4 		$2K Hold
27
– – ﹤0.01% 1125
2015
Q3 		$2K Hold
27
– – ﹤0.01% 1141
2015
Q2 		$2K Hold
27
– – ﹤0.01% 1138
2015
Q1 		$2K Buy
+27
New +$2.23K ﹤0.01% 1012

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Gupta Wealth Management held its Gartner (IT) position steady in Q1 2016 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Gupta Wealth Management first reported a position in IT in Q1 2015 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold IT as of Q1 2016.

  • Gupta Wealth Management held 27 shares of Gartner worth $2K as of Q1 2016.
  • Gupta Wealth Management left its Gartner share count unchanged in Q1 2016.
  • Gartner made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1065 holding.
  • Gupta Wealth Management first reported a position in Gartner in Q1 2015 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Gartner as of Q1 2016.

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