RiverTree Advisors’s Gartner IT Stock Holding History

RiverTree 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
2022 Q1	–	Sell	-3,157	Closed	-$1.05M	–	41
2021 Q4	$1.05M	Sell	3,157 -489	-13%	-$157K	0.68%	30
2021 Q3	$1.11M	Buy	+3,646	New	+$1.06M	0.76%	31

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RiverTree Advisors's IT Position: Q1 2022 in Review

RiverTree Advisors sold out of Gartner (IT) in Q1 2022, closing a stake of 3,157 shares — an estimated $1.05M sold.

RiverTree Advisors first reported a position in IT in Q3 2021 and held it in 2 quarters. The position peaked at $1.11M in Q3 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

RiverTree Advisors reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
RiverTree Advisors sold 3,157 Gartner shares in Q1 2022, an estimated $1.05M.
RiverTree Advisors first reported a position in Gartner in Q3 2021 and held it in 2 quarters.
RiverTree Advisors's Gartner position peaked at $1.11M in Q3 2021.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on RiverTree Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.