HBK Sorce Advisory’s Gartner IT Stock Holding History

HBK Sorce 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
2023 Q1	–	Sell	-730	Closed	-$245K	–	725
2022 Q4	$245K	Buy	+730	New	+$236K	0.01%	605

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

HBK Sorce Advisory's IT Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Gartner (IT) in Q1 2023, closing a stake of 730 shares — an estimated $245K sold.

HBK Sorce Advisory first reported a position in IT in Q4 2022 and held it in 1 quarter. The position peaked at $245K in Q4 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

HBK Sorce Advisory reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 730 Gartner shares in Q1 2023, an estimated $245K.
HBK Sorce Advisory first reported a position in Gartner in Q4 2022 and held it in 1 quarter.
HBK Sorce Advisory's Gartner position peaked at $245K in Q4 2022.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.