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MPS Loria Financial Planners’s Gartner IT Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-10
Closed -$1K – 336
2021
Q1 		$1K Hold
10
– – ﹤0.01% 510
2020
Q4 		$2K Buy
+10
New +$1.44K ﹤0.01% 471

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MPS Loria Financial Planners's IT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Gartner (IT) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in IT in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 608 funds tracked by Wall St. Rank hold IT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 10 Gartner shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Gartner in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Gartner position peaked at $2K in Q4 2020.
  • 608 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.