BKM Wealth Management’s Gartner IT Stock Holding History

BKM 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 Q1	–	Sell	-58	Closed	-$26.2K	–	361
2023 Q4	$26.2K	Buy	+58	New	+$23.2K	0.01%	341

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BKM Wealth Management's IT Position: Q1 2024 in Review

BKM Wealth Management sold out of Gartner (IT) in Q1 2024, closing a stake of 58 shares — an estimated $26.2K sold.

BKM Wealth Management first reported a position in IT in Q4 2023 and held it in 1 quarter. The position peaked at $26.2K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

BKM Wealth Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 58 Gartner shares in Q1 2024, an estimated $26.2K.
BKM Wealth Management first reported a position in Gartner in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Gartner position peaked at $26.2K in Q4 2023.
880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.