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Precision Wealth Strategies’s Gartner IT Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-1,027
Closed -$345K – 93
2022
Q4 		$345K Sell
1,027
-4
-0.4% -$1.29K 0.36% 61
2022
Q3 		$303K Sell
1,031
-212
-17% -$59.4K 0.27% 83
2022
Q2 		$296K Buy
1,243
+59
+5% +$15.7K 0.23% 100
2022
Q1 		$352K Sell
1,184
-334
-22% -$96.7K 0.21% 101
2021
Q4 		$507K Buy
+1,518
New +$488K 0.37% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precision Wealth Strategies's IT Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Gartner (IT) in Q1 2023, closing a stake of 1,027 shares — an estimated $345K sold.

Precision Wealth Strategies first reported a position in IT in Q4 2021 and held it in 5 quarters. The position peaked at $507K in Q4 2021. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,027 Gartner shares in Q1 2023, an estimated $345K.
  • Precision Wealth Strategies first reported a position in Gartner in Q4 2021 and held it in 5 quarters.
  • Precision Wealth Strategies's Gartner position peaked at $507K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.