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Washington Trust Advisors’s Gartner IT Stock Holding History

Washington Trust 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
Q4 		– Sell
-114
Closed -$39.3K – 677
2023
Q3 		$39.3K Sell
114
-5
-4% -$1.74K ﹤0.01% 334
2023
Q2 		$41.5K Buy
119
+15
+14% +$4.88K ﹤0.01% 313
2023
Q1 		$33.9K Sell
104
-94
-47% -$31.1K ﹤0.01% 354
2022
Q4 		$66.6K Sell
198
-299
-60% -$96.5K 0.01% 283
2022
Q3 		$138K Sell
497
-101
-17% -$28.3K 0.01% 236
2022
Q2 		$145K Buy
598
+290
+94% +$77.2K 0.01% 240
2022
Q1 		$92K Buy
308
+116
+60% +$33.6K 0.01% 350
2021
Q4 		$64K Buy
+192
New +$61.7K ﹤0.01% 430

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Washington Trust Advisors's IT Position: Q4 2023 in Review

Washington Trust Advisors sold out of Gartner (IT) in Q4 2023, closing a stake of 114 shares — an estimated $39.3K sold.

Washington Trust Advisors first reported a position in IT in Q4 2021 and held it in 8 quarters. The position peaked at $145K in Q2 2022. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Washington Trust Advisors reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 114 Gartner shares in Q4 2023, an estimated $39.3K.
  • Washington Trust Advisors first reported a position in Gartner in Q4 2021 and held it in 8 quarters.
  • Washington Trust Advisors's Gartner position peaked at $145K in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.