WWM
IT icon

Willingdon Wealth Management’s Gartner IT Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-6
Closed -$1K – 343
2019
Q4 		$1K Hold
6
– – ﹤0.01% 354
2019
Q3 		$1K Buy
+6
New +$872 ﹤0.01% 429

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Willingdon Wealth Management's IT Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Gartner (IT) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in IT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 455 funds tracked by Wall St. Rank hold IT as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 6 Gartner shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Gartner in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Gartner position peaked at $1K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.