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Wipfli Financial Advisors’s Gartner IT Stock Holding History

Wipfli Financial 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
2022
Q3 		$206K Buy
+745
New +$209K 0.01% 441

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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

Wipfli Financial Advisors's IT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Gartner (IT) in Q3 2022: 745 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Wipfli Financial Advisors held 745 shares of Gartner worth $206K as of Q3 2022.
  • Gartner was a new Wipfli Financial Advisors position in Q3 2022.
  • Gartner made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #441 holding.
  • 694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.