Harvest Group Wealth Management’s Gartner IT Stock Holding History

Harvest Group 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
2023 Q1	$10.8K	Buy	33 +3	+10%	+$992	0.01%	80
2022 Q4	$10.1K	Hold	30	–	–	0.01%	82
2022 Q3	$9K	Hold	30	–	–	0.01%	85
2022 Q2	$8K	Sell	30 -2	-6%	-$532	﹤0.01%	96
2022 Q1	$10K	Hold	32	–	–	0.01%	75
2021 Q4	$11K	Buy	32 +3	+10%	+$965	0.01%	57
2021 Q3	$9K	Buy	+29	New	+$8.41K	0.01%	54

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's IT Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Gartner (IT) stake by 10% in Q1 2023, buying an estimated $992 and bringing the position to 33 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #80.

Harvest Group Wealth Management first reported a position in IT in Q3 2021 and has held it in 7 quarters since. The position peaked at $11K in Q4 2021. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Harvest Group Wealth Management held 33 shares of Gartner worth $10.8K as of Q1 2023.
Harvest Group Wealth Management bought 3 Gartner shares in Q1 2023, an estimated $992.
Gartner made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #80 holding.
Harvest Group Wealth Management first reported a position in Gartner in Q3 2021 and has held it in 7 quarters since.
Harvest Group Wealth Management's Gartner position peaked at $11K in Q4 2021.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.