SPC
IT icon

Sigma Planning Corp’s Gartner IT Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-6,773
Closed -$2.06M – 1424
2021
Q3 		$2.06M Buy
+6,773
New +$1.96M 0.06% 323
2019
Q2 		– Sell
-1,610
Closed -$244K – 1018
2019
Q1 		$244K Buy
+1,610
New +$223K 0.01% 767

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's IT Position: Q4 2021 in Review

Sigma Planning Corp sold out of Gartner (IT) in Q4 2021, closing a stake of 6,773 shares — an estimated $2.06M sold.

Sigma Planning Corp first reported a position in IT in Q1 2019 and held it in 2 quarters. The position peaked at $2.06M in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Sigma Planning Corp reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 6,773 Gartner shares in Q4 2021, an estimated $2.06M.
  • Sigma Planning Corp first reported a position in Gartner in Q1 2019 and held it in 2 quarters.
  • Sigma Planning Corp's Gartner position peaked at $2.06M in Q3 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.