PAG
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Private Advisory Group’s Gartner IT Stock Holding History

Private Advisory Group’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
Q1 		– Sell
-1,197
Closed -$540K – 199
2023
Q4 		$540K Buy
+1,197
New +$478K 0.09% 133
2022
Q2 		– Sell
-3,928
Closed -$1.17M – 182
2022
Q1 		$1.17M Sell
3,928
-1,471
-27% -$426K 0.23% 74
2021
Q4 		$1.8M Buy
5,399
+2,119
+65% +$681K 0.34% 55
2021
Q3 		$997K Buy
3,280
+52
+2% +$15.1K 0.24% 66
2021
Q2 		$782K Buy
+3,228
New +$706K 0.2% 71

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Advisory Group's IT Position: Q1 2024 in Review

Private Advisory Group sold out of Gartner (IT) in Q1 2024, closing a stake of 1,197 shares — an estimated $540K sold.

Private Advisory Group first reported a position in IT in Q2 2021 and held it in 5 quarters. The position peaked at $1.8M in Q4 2021. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Private Advisory Group reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Private Advisory Group sold 1,197 Gartner shares in Q1 2024, an estimated $540K.
  • Private Advisory Group first reported a position in Gartner in Q2 2021 and held it in 5 quarters.
  • Private Advisory Group's Gartner position peaked at $1.8M in Q4 2021.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.