NFSG
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Newbridge Financial Services Group’s Gartner IT Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-20
Closed -$5K – 1424
2022
Q2 		$5K Buy
+20
New +$5.32K ﹤0.01% 1011

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Newbridge Financial Services Group's IT Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of Gartner (IT) in Q3 2022, closing a stake of 20 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in IT in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Newbridge Financial Services Group reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 20 Gartner shares in Q3 2022, an estimated $5K.
  • Newbridge Financial Services Group first reported a position in Gartner in Q2 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Gartner position peaked at $5K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.