Kore Private Wealth’s Gartner IT Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-1,565	Closed	-$476K	–	389
2021 Q3	$476K	Buy	1,565 +221	+16%	+$64.1K	0.05%	244
2021 Q2	$326K	Sell	1,344 -22	-2%	-$4.81K	0.04%	299
2021 Q1	$249K	Sell	1,366 -12	-0.9%	-$2.09K	0.03%	307
2020 Q4	$221K	Buy	+1,378	New	+$199K	0.03%	297
2020 Q3	–	Sell	-324	Closed	-$39K	–	672
2020 Q2	$39K	Buy	324 +306	+1,700%	+$35.4K	0.01%	513
2020 Q1	$2K	Sell	18 -812	-98%	-$111K	﹤0.01%	923
2019 Q4	$128K	Buy	+830	New	+$127K	0.02%	320
2019 Q2	–	Sell	-24	Closed	-$4K	–	511
2019 Q1	$4K	Hold	24	–	–	﹤0.01%	798
2018 Q4	$3K	Buy	+24	New	+$3.46K	﹤0.01%	766

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GIM

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Kore Private Wealth's IT Position: Q4 2021 in Review

Kore Private Wealth sold out of Gartner (IT) in Q4 2021, closing a stake of 1,565 shares — an estimated $476K sold.

Kore Private Wealth first reported a position in IT in Q4 2018 and held it in 9 quarters. The position peaked at $476K in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

Kore Private Wealth reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 1,565 Gartner shares in Q4 2021, an estimated $476K.
Kore Private Wealth first reported a position in Gartner in Q4 2018 and held it in 9 quarters.
Kore Private Wealth's Gartner position peaked at $476K in Q3 2021.
690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.