Kings Point Capital Management’s Gartner IT Stock Holding History

Kings Point Capital 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
2022 Q1	$59K	Hold	200	–	–	0.01%	328
2021 Q4	$67K	Sell	200 -11	-5%	-$3.54K	0.01%	353
2021 Q3	$64K	Hold	211	–	–	0.01%	327
2021 Q2	$51K	Buy	211 +11	+6%	+$2.41K	﹤0.01%	345
2021 Q1	$37K	Hold	200	–	–	﹤0.01%	376
2020 Q4	$32K	Buy	+200	New	+$28.8K	﹤0.01%	371
2020 Q1	–	Sell	-68	Closed	-$10K	–	480
2019 Q4	$10K	Buy	+68	New	+$10.4K	﹤0.01%	484
2019 Q3	–	Sell	-68	Closed	-$11K	–	485
2019 Q2	$11K	Buy	+68	New	+$10.6K	﹤0.01%	415

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

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

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

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

Kings Point Capital Management's IT Position: Q1 2022 in Review

Kings Point Capital Management held its Gartner (IT) position steady in Q1 2022 at 200 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #328.

Kings Point Capital Management first reported a position in IT in Q2 2019 and has held it in 8 quarters since. The position peaked at $67K in Q4 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

Kings Point Capital Management held 200 shares of Gartner worth $59K as of Q1 2022.
Kings Point Capital Management left its Gartner share count unchanged in Q1 2022.
Gartner made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #328 holding.
Kings Point Capital Management first reported a position in Gartner in Q2 2019 and has held it in 8 quarters since.
Kings Point Capital Management's Gartner position peaked at $67K in Q4 2021.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.