Oxler Private Wealth’s Gartner IT Stock Holding History

Oxler Private Wealth’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	–	Sell	-123	Closed	-$34K	–	221
2022 Q3	$34K	Hold	123	–	–	0.02%	239
2022 Q2	$29.7K	Buy	+123	New	+$32.7K	0.01%	175

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

Oxler Private Wealth's IT Position: Q4 2022 in Review

Oxler Private Wealth sold out of Gartner (IT) in Q4 2022, closing a stake of 123 shares — an estimated $34K sold.

Oxler Private Wealth first reported a position in IT in Q2 2022 and held it in 2 quarters. The position peaked at $34K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Oxler Private Wealth reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 123 Gartner shares in Q4 2022, an estimated $34K.
Oxler Private Wealth first reported a position in Gartner in Q2 2022 and held it in 2 quarters.
Oxler Private Wealth's Gartner position peaked at $34K in Q3 2022.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.