SeaCrest Wealth Management’s Gartner IT Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-153	Closed	-$37K	–	1056
2022 Q2	$37K	Buy	+153	New	+$40.7K	﹤0.01%	1245
2019 Q2	–	Sell	-45	Closed	-$7K	–	1171
2019 Q1	$7K	Hold	45	–	–	﹤0.01%	1627
2018 Q4	$6K	Hold	45	–	–	﹤0.01%	1654
2018 Q3	$7K	Hold	45	–	–	﹤0.01%	1766
2018 Q2	$6K	Hold	45	–	–	﹤0.01%	1769
2018 Q1	$5K	Hold	45	–	–	﹤0.01%	1789
2017 Q4	$6K	Buy	+45	New	+$5.46K	﹤0.01%	1758

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

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

SeaCrest Wealth Management's IT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Gartner (IT) in Q3 2022, closing a stake of 153 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in IT in Q4 2017 and held it in 7 quarters. The position peaked at $37K in Q2 2022. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 153 Gartner shares in Q3 2022, an estimated $37K.
SeaCrest Wealth Management first reported a position in Gartner in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Gartner position peaked at $37K in Q2 2022.
694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.