Liberty Wealth Management’s Gartner IT Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-2	Closed	-$1K	–	629
2021 Q3	$1K	Buy	+2	New	+$580	﹤0.01%	1122

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

ACM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Liberty Wealth Management's IT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Gartner (IT) in Q4 2021, closing a stake of 2 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in IT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

Liberty Wealth Management reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2 Gartner shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Gartner in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's Gartner position peaked at $1K in Q3 2021.
690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.