Laurel Wealth Advisors (California)’s Gartner IT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$625K	Sell	1,858 -5	-0.3%	-$1.61K	0.06%	313
2022 Q3	$516K	Sell	1,863 -29	-2%	-$8.13K	0.06%	332
2022 Q2	$457K	Sell	1,892 -192	-9%	-$51.1K	0.05%	379
2022 Q1	$620K	Sell	2,084 -1,018	-33%	-$295K	0.05%	356
2021 Q4	$1.04M	Buy	+3,102	New	+$997K	0.08%	243

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Laurel Wealth Advisors (California)'s IT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Gartner (IT) stake by 0.27% in Q4 2022, selling an estimated $1.61K and leaving 1,858 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #313.

Laurel Wealth Advisors (California) first reported a position in IT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Laurel Wealth Advisors (California) held 1,858 shares of Gartner worth $625K as of Q4 2022.
Laurel Wealth Advisors (California) sold 5 Gartner shares in Q4 2022, an estimated $1.61K.
Gartner made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #313 holding.
Laurel Wealth Advisors (California) first reported a position in Gartner in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Gartner position peaked at $1.04M in Q4 2021.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.