JFA
IT icon

JNBA Financial Advisors’s Gartner IT Stock Holding History

JNBA Financial Advisors’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
-52
Closed -$15K – 730
2022
Q1 		$15K Hold
52
– – ﹤0.01% 446
2021
Q4 		$17K Buy
+52
New +$16.7K ﹤0.01% 444
2016
Q4 		– Sell
-50
Closed -$4K – 896
2016
Q3 		$4K Buy
+50
New +$4.69K ﹤0.01% 1293

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's IT Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Gartner (IT) in Q2 2022, closing a stake of 52 shares — an estimated $15K sold.

JNBA Financial Advisors first reported a position in IT in Q3 2016 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 52 Gartner shares in Q2 2022, an estimated $15K.
  • JNBA Financial Advisors first reported a position in Gartner in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Gartner position peaked at $17K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.