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Sutton Wealth Advisors’s Gartner IT Stock Holding History

Sutton Wealth 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
2023
Q3 		$11K Buy
32
+4
+14% +$1.4K 0.01% 450
2023
Q2 		$9.81K Hold
28
– – ﹤0.01% 462
2023
Q1 		$9.12K Hold
28
– – ﹤0.01% 440
2022
Q4 		$9.41K Hold
28
– – ﹤0.01% 969
2022
Q3 		$7.75K Hold
28
– – ﹤0.01% 969
2022
Q2 		$6.77K Sell
28
-1
-3% -$266 ﹤0.01% 1010
2022
Q1 		$8.63K Buy
29
+2
+7% +$579 ﹤0.01% 973
2021
Q4 		$9.03K Buy
27
+1
+4% +$322 ﹤0.01% 968
2021
Q3 		$7.9K Buy
26
+1
+4% +$290 ﹤0.01% 985
2021
Q2 		$6.05K Hold
25
– – ﹤0.01% 1016
2021
Q1 		$4.56K Buy
25
+9
+56% +$1.56K ﹤0.01% 1027
2020
Q4 		$2.56K Buy
16
+5
+45% +$720 ﹤0.01% 1077
2020
Q3 		$1.37K Hold
11
– – ﹤0.01% 1111
2020
Q2 		$1.33K Buy
11
+2
+22% +$231 ﹤0.01% 1097
2020
Q1 		$896 Sell
9
-7
-44% -$959 ﹤0.01% 1107
2019
Q4 		$2.47K Buy
16
+5
+45% +$763 ﹤0.01% 1032
2019
Q3 		$1.57K Sell
11
-7
-39% -$1.02K ﹤0.01% 1080
2019
Q2 		$2.9K Buy
18
+7
+64% +$1.09K ﹤0.01% 1007
2019
Q1 		$1.67K Buy
11
+3
+38% +$416 ﹤0.01% 1072
2018
Q4 		$1.02K Buy
8
+5
+167% +$721 ﹤0.01% 1036
2018
Q3 		$476 Hold
3
– – ﹤0.01% 1093
2018
Q2 		$399 Buy
+3
New +$384 ﹤0.01% 1105

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's IT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Gartner (IT) stake by 14% in Q3 2023, buying an estimated $1.4K and bringing the position to 32 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #450.

Sutton Wealth Advisors first reported a position in IT in Q2 2018 and has held it in 22 quarters since. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Sutton Wealth Advisors held 32 shares of Gartner worth $11K as of Q3 2023.
  • Sutton Wealth Advisors bought 4 Gartner shares in Q3 2023, an estimated $1.4K.
  • Gartner made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #450 holding.
  • Sutton Wealth Advisors first reported a position in Gartner in Q2 2018 and has held it in 22 quarters since.
  • 791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.