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YorkBridge Wealth Partners’s Gartner IT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$2.83M Sell
8,417
-573
-6% -$185K 0.72% 38
2022
Q3 		$2.49M Buy
8,990
+134
+2% +$37.6K 0.64% 41
2022
Q2 		$2.14M Sell
8,856
-2,203
-20% -$586K 0.56% 48
2022
Q1 		$3.29M Sell
11,059
-1,132
-9% -$328K 0.72% 34
2021
Q4 		$4.08M Buy
12,191
+352
+3% +$113K 0.91% 28
2021
Q3 		$3.6M Buy
11,839
+528
+5% +$153K 0.91% 31
2021
Q2 		$2.74M Sell
11,311
-2,978
-21% -$651K 0.72% 40
2021
Q1 		$2.61M Buy
14,289
+409
+3% +$71.1K 0.77% 36
2020
Q4 		$2.22M Buy
13,880
+635
+5% +$91.5K 0.74% 40
2020
Q3 		$1.66M Buy
13,245
+1,834
+16% +$233K 0.7% 42
2020
Q2 		$1.38M Buy
11,411
+2,285
+25% +$264K 0.63% 50
2020
Q1 		$909K Sell
9,126
-617
-6% -$84.5K 0.56% 56
2019
Q4 		$1.5M Buy
9,743
+126
+1% +$19.2K 0.69% 47
2019
Q3 		$1.38M Buy
9,617
+585
+6% +$85K 0.69% 46
2019
Q2 		$1.45M Buy
9,032
+30
+0.3% +$4.69K 0.65% 43
2019
Q1 		$1.36M Buy
9,002
+134
+2% +$18.6K 0.63% 47
2018
Q4 		$1.13M Sell
8,868
-1,541
-15% -$222K 0.6% 48
2018
Q3 		$1.65M Buy
10,409
+232
+2% +$33.6K 0.75% 34
2018
Q2 		$1.35M Buy
10,177
+1,537
+18% +$197K 0.59% 44
2018
Q1 		$1.01M Buy
8,640
+1,946
+29% +$243K 0.46% 60
2017
Q4 		$859K Buy
6,694
+36
+0.5% +$4.37K 0.41% 67
2017
Q3 		$828K Sell
6,658
-228
-3% -$28.2K 0.43% 61
2017
Q2 		$855K Buy
6,886
+262
+4% +$30.4K 0.45% 58
2017
Q1 		$757K Sell
6,624
-477
-7% -$49.2K 0.4% 67
2016
Q4 		$736K Buy
+7,101
New +$686K 0.43% 64

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
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

YorkBridge Wealth Partners's IT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Gartner (IT) stake by 6.4% in Q4 2022, selling an estimated $185K and leaving 8,417 shares worth $2.83M. The position accounts for 0.72% of the portfolio, ranked #38.

YorkBridge Wealth Partners first reported a position in IT in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.08M in Q4 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

  • YorkBridge Wealth Partners held 8,417 shares of Gartner worth $2.83M as of Q4 2022.
  • YorkBridge Wealth Partners sold 573 Gartner shares in Q4 2022, an estimated $185K.
  • Gartner made up 0.72% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #38 holding.
  • YorkBridge Wealth Partners first reported a position in Gartner in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Gartner position peaked at $4.08M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.