MBM Wealth Consultants’s Gartner IT Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-81	Closed	-$26K	–	184
2023 Q1	$26K	Hold	81	–	–	0.01%	181
2022 Q4	$27K	Hold	81	–	–	0.01%	190
2022 Q3	$23K	Hold	81	–	–	0.01%	189
2022 Q2	$20K	Hold	81	–	–	0.01%	196
2022 Q1	$24K	Hold	81	–	–	0.01%	212
2021 Q4	$27K	Hold	81	–	–	0.01%	199
2021 Q3	$25K	Buy	+81	New	+$23.5K	0.01%	197

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MBM Wealth Consultants's IT Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Gartner (IT) in Q2 2023, closing a stake of 81 shares — an estimated $26K sold.

MBM Wealth Consultants first reported a position in IT in Q3 2021 and held it in 7 quarters. The position peaked at $27K in Q4 2022. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

MBM Wealth Consultants reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 81 Gartner shares in Q2 2023, an estimated $26K.
MBM Wealth Consultants first reported a position in Gartner in Q3 2021 and held it in 7 quarters.
MBM Wealth Consultants's Gartner position peaked at $27K in Q4 2022.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.