Toth Financial Advisory’s Gartner IT Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-6	Closed	-$2K	–	733
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	625
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	650
2021 Q3	$2K	Sell	6 -100	-94%	-$29K	﹤0.01%	655
2021 Q2	$26K	Buy	+106	New	+$23.2K	﹤0.01%	346
2020 Q4	–	Sell	-469	Closed	-$59K	–	610
2020 Q3	$59K	Buy	+469	New	+$59.6K	0.01%	232

Other funds holding IT

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's IT Position: Q2 2022 in Review

Toth Financial Advisory sold out of Gartner (IT) in Q2 2022, closing a stake of 6 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in IT in Q3 2020 and held it in 5 quarters. The position peaked at $59K in Q3 2020. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

Toth Financial Advisory reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
Toth Financial Advisory sold 6 Gartner shares in Q2 2022, an estimated $2K.
Toth Financial Advisory first reported a position in Gartner in Q3 2020 and held it in 5 quarters.
Toth Financial Advisory's Gartner position peaked at $59K in Q3 2020.
690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Toth Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.