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Braun-Bostich & Associates’s Gartner IT Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-429
Closed -$204K – 126
2024
Q1 		$204K Sell
429
-204
-32% -$93.9K 0.17% 124
2023
Q4 		$286K Sell
633
-1
-0.2% -$399 0.26% 96
2023
Q3 		$218K Buy
+634
New +$221K 0.41% 48

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Braun-Bostich & Associates's IT Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of Gartner (IT) in Q2 2024, closing a stake of 429 shares — an estimated $204K sold.

Braun-Bostich & Associates first reported a position in IT in Q3 2023 and held it in 3 quarters. The position peaked at $286K in Q4 2023. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 429 Gartner shares in Q2 2024, an estimated $204K.
  • Braun-Bostich & Associates first reported a position in Gartner in Q3 2023 and held it in 3 quarters.
  • Braun-Bostich & Associates's Gartner position peaked at $286K in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.