PWM
IT icon

Palumbo Wealth Management’s Gartner IT Stock Holding History

Palumbo Wealth Management’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
Q1 		– Sell
-3,027
Closed -$1.01M – 92
2021
Q4 		$1.01M Buy
3,027
+378
+14% +$122K 0.63% 33
2021
Q3 		$805K Buy
+2,649
New +$768K 0.53% 41

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palumbo Wealth Management's IT Position: Q1 2022 in Review

Palumbo Wealth Management sold out of Gartner (IT) in Q1 2022, closing a stake of 3,027 shares — an estimated $1.01M sold.

Palumbo Wealth Management first reported a position in IT in Q3 2021 and held it in 2 quarters. The position peaked at $1.01M in Q4 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

  • Palumbo Wealth Management reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
  • Palumbo Wealth Management sold 3,027 Gartner shares in Q1 2022, an estimated $1.01M.
  • Palumbo Wealth Management first reported a position in Gartner in Q3 2021 and held it in 2 quarters.
  • Palumbo Wealth Management's Gartner position peaked at $1.01M in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Palumbo Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.