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Wealthspire Advisors (Maryland)’s Gartner IT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1M Buy
8,045
+6,203
+337% +$789K 0.04% 190
2020
Q2 		$223K Buy
+1,842
New +$213K 0.02% 397
2019
Q2 		– Sell
-742
Closed -$113K – 1214
2019
Q1 		$113K Sell
742
-149
-17% -$20.7K 0.01% 599
2018
Q4 		$114K Buy
891
+24
+3% +$3.46K 0.01% 562
2018
Q3 		$137K Sell
867
-7
-0.8% -$1.01K 0.01% 567
2018
Q2 		$116K Sell
874
-35
-4% -$4.48K 0.01% 648
2018
Q1 		$107K Sell
909
-147
-14% -$18.4K 0.01% 685
2017
Q4 		$130K Sell
1,056
-235
-18% -$28.5K 0.01% 621
2017
Q3 		$161K Buy
1,291
+109
+9% +$13.5K 0.02% 550
2017
Q2 		$146K Buy
1,182
+103
+10% +$12K 0.02% 554
2017
Q1 		$117K Sell
1,079
-112
-9% -$11.5K 0.02% 545
2016
Q4 		$120K Buy
1,191
+121
+11% +$11.7K 0.02% 521
2016
Q3 		$95K Sell
1,070
-11
-1% -$1.03K 0.01% 582
2016
Q2 		$105K Sell
1,081
-46
-4% -$4.37K 0.02% 526
2016
Q1 		$101K Sell
1,127
-96
-8% -$8.12K 0.02% 518
2015
Q4 		$111K Buy
+1,223
New +$108K 0.02% 495

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Gartner (IT) stake by 337% in Q3 2020, buying an estimated $789K and bringing the position to 8,045 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #190.

Wealthspire Advisors (Maryland) first reported a position in IT in Q4 2015 and has held it in 16 quarters since. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,045 shares of Gartner worth $1M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 6,203 Gartner shares in Q3 2020, an estimated $789K.
  • Gartner made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #190 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Gartner in Q4 2015 and has held it in 16 quarters since.
  • 497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.