Pathway Financial Advisers’s Gartner IT Stock Holding History

Pathway Financial Advisers’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
2023 Q4	–	Sell	-16	Closed	-$5.5K	–	478
2023 Q3	$5.5K	Buy	+16	New	+$5.58K	﹤0.01%	410

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Pathway Financial Advisers's IT Position: Q4 2023 in Review

Pathway Financial Advisers sold out of Gartner (IT) in Q4 2023, closing a stake of 16 shares — an estimated $5.5K sold.

Pathway Financial Advisers first reported a position in IT in Q3 2023 and held it in 1 quarter. The position peaked at $5.5K in Q3 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Pathway Financial Advisers reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Pathway Financial Advisers sold 16 Gartner shares in Q4 2023, an estimated $5.5K.
Pathway Financial Advisers first reported a position in Gartner in Q3 2023 and held it in 1 quarter.
Pathway Financial Advisers's Gartner position peaked at $5.5K in Q3 2023.
864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Pathway Financial Advisers's 13F filing for Q4 2023, filed 19 Jul 2024.