SFMG Wealth Advisors’s GitLab GTLB Stock Holding History

SFMG Wealth Advisors’s Portfolio GTLB Stock Details GTLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,352	Closed	-$211K	–	289
2023 Q4	$211K	Buy	+3,352	New	+$169K	0.02%	234

Other funds holding GTLB

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFMG Wealth Advisors's GTLB Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of GitLab (GTLB) in Q1 2024, closing a stake of 3,352 shares — an estimated $211K sold.

SFMG Wealth Advisors first reported a position in GTLB in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 361 funds tracked by Wall St. Rank hold GTLB as of Q1 2024.

SFMG Wealth Advisors reported no remaining GitLab position as of Q1 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 3,352 GitLab shares in Q1 2024, an estimated $211K.
SFMG Wealth Advisors first reported a position in GitLab in Q4 2023 and held it in 1 quarter.
SFMG Wealth Advisors's GitLab position peaked at $211K in Q4 2023.
361 funds tracked by Wall St. Rank held GitLab as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.