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Cassady Schiller Wealth Management’s Gartner IT Stock Holding History

Cassady Schiller 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 		$1.45K Buy
+3
New +$1.55K ﹤0.01% 676
2022
Q1 		– Sell
-3
Closed -$1K – 345
2021
Q4 		$1K Buy
+3
New +$965 ﹤0.01% 466

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

Cassady Schiller Wealth Management's IT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Gartner (IT) in Q4 2024: 3 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in IT in Q4 2021 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Gartner worth $1.45K as of Q4 2024.
  • Gartner was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Gartner made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #676 holding.
  • Cassady Schiller Wealth Management first reported a position in Gartner in Q4 2021 and has held it in 2 quarters since.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.