AWM
IT icon

Avitas Wealth Management’s Gartner IT Stock Holding History

Avitas 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
2024
Q4 		$871K Sell
1,797
-50
-3% -$25.8K 0.12% 139
2024
Q3 		$936K Sell
1,847
-144
-7% -$69.2K 0.13% 145
2024
Q2 		$894K Sell
1,991
-119
-6% -$52.9K 0.13% 147
2024
Q1 		$1.01M Sell
2,110
-25
-1% -$11.5K 0.15% 139
2023
Q4 		$963K Sell
2,135
-10
-0.5% -$4K 0.16% 135
2023
Q3 		$737K Sell
2,145
-67
-3% -$23.4K 0.14% 141
2023
Q2 		$775K Sell
2,212
-37
-2% -$12K 0.14% 137
2023
Q1 		$733K Sell
2,249
-83
-4% -$27.4K 0.14% 141
2022
Q4 		$784K Sell
2,332
-11
-0.5% -$3.55K 0.17% 123
2022
Q3 		$648K Buy
2,343
+11
+0.5% +$3.08K 0.15% 128
2022
Q2 		$564K Sell
2,332
-51
-2% -$13.6K 0.12% 139
2022
Q1 		$709K Sell
2,383
-2,554
-52% -$739K 0.13% 144
2021
Q4 		$1.65M Buy
4,937
+181
+4% +$58.2K 0.28% 102
2021
Q3 		$1.45M Sell
4,756
-31
-0.6% -$8.99K 0.26% 117
2021
Q2 		$1.16M Buy
4,787
+180
+4% +$39.4K 0.21% 129
2021
Q1 		$841K Buy
+4,607
New +$801K 0.16% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avitas Wealth Management's IT Position: Q4 2024 in Review

Avitas Wealth Management reduced its Gartner (IT) stake by 2.7% in Q4 2024, selling an estimated $25.8K and leaving 1,797 shares worth $871K. The position accounts for 0.12% of the portfolio, ranked #139.

Avitas Wealth Management first reported a position in IT in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2021. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Avitas Wealth Management held 1,797 shares of Gartner worth $871K as of Q4 2024.
  • Avitas Wealth Management sold 50 Gartner shares in Q4 2024, an estimated $25.8K.
  • Gartner made up 0.12% of Avitas Wealth Management's portfolio in Q4 2024, its #139 holding.
  • Avitas Wealth Management first reported a position in Gartner in Q1 2021 and has held it in 16 quarters since.
  • Avitas Wealth Management's Gartner position peaked at $1.65M in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.