U.S. Capital Wealth Advisors’s Gartner IT Stock Holding History

U.S. Capital 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 Q1	–	Sell	-522	Closed	-$175K	–	1073
2022 Q4	$175K	Buy	+522	New	+$168K	0.01%	633

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

U.S. Capital Wealth Advisors's IT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Gartner (IT) in Q1 2023, closing a stake of 522 shares — an estimated $175K sold.

U.S. Capital Wealth Advisors first reported a position in IT in Q4 2022 and held it in 1 quarter. The position peaked at $175K in Q4 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 522 Gartner shares in Q1 2023, an estimated $175K.
U.S. Capital Wealth Advisors first reported a position in Gartner in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Gartner position peaked at $175K in Q4 2022.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.