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Pacific Capital Wealth Advisors’s Gartner IT Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-13
Closed -$5.84K – 554
2024
Q2 		$5.84K Buy
+13
New +$5.78K ﹤0.01% 372

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's IT Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Gartner (IT) in Q3 2024, closing a stake of 13 shares — an estimated $5.84K sold.

Pacific Capital Wealth Advisors first reported a position in IT in Q2 2024 and held it in 1 quarter. The position peaked at $5.84K in Q2 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 13 Gartner shares in Q3 2024, an estimated $5.84K.
  • Pacific Capital Wealth Advisors first reported a position in Gartner in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Gartner position peaked at $5.84K in Q2 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.