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Realta Investment Advisors’s Gartner IT Stock Holding History

Realta Investment 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
2020
Q3 		– Sell
-1,803
Closed -$219K – 347
2020
Q2 		$219K Sell
1,803
-1,883
-51% -$218K 0.07% 301
2020
Q1 		$367K Sell
3,686
-883
-19% -$121K 0.16% 175
2019
Q4 		$734K Buy
4,569
+73
+2% +$11.1K 0.2% 124
2019
Q3 		$637K Buy
4,496
+110
+3% +$16K 0.17% 134
2019
Q2 		$705K Buy
4,386
+200
+5% +$31.3K 0.2% 124
2019
Q1 		$635K Buy
+4,186
New +$581K 0.29% 107

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Realta Investment Advisors's IT Position: Q3 2020 in Review

Realta Investment Advisors sold out of Gartner (IT) in Q3 2020, closing a stake of 1,803 shares — an estimated $219K sold.

Realta Investment Advisors first reported a position in IT in Q1 2019 and held it in 6 quarters. The position peaked at $734K in Q4 2019. 496 funds tracked by Wall St. Rank hold IT as of Q3 2020.

  • Realta Investment Advisors reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,803 Gartner shares in Q3 2020, an estimated $219K.
  • Realta Investment Advisors first reported a position in Gartner in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Gartner position peaked at $734K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.