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Safeguard Investment Advisory Group’s Gartner IT Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-52
Closed -$8K – 381
2020
Q4 		$8K Buy
+52
New +$7.49K 0.01% 450

Other funds holding IT

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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Safeguard Investment Advisory Group's IT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Gartner (IT) in Q1 2021, closing a stake of 52 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in IT in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 573 funds tracked by Wall St. Rank hold IT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 52 Gartner shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Gartner in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Gartner position peaked at $8K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.