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Concourse Financial Group Securities’s Gartner IT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-64
Closed -$33.6K – 1058
2024
Q4 		$33.6K Buy
64
+34
+113% +$17.5K ﹤0.01% 1365
2024
Q3 		$15.2K Buy
30
+2
+7% +$961 ﹤0.01% 1585
2024
Q2 		$12.6K Buy
28
+2
+8% +$890 ﹤0.01% 1632
2024
Q1 		$12.4K Sell
26
-42
-62% -$19.3K ﹤0.01% 1639
2023
Q4 		$30.7K Buy
68
+1
+1% +$399 ﹤0.01% 1339
2023
Q3 		$23K Buy
67
+2
+3% +$698 ﹤0.01% 1394
2023
Q2 		$22.8K Sell
65
-10
-13% -$3.26K ﹤0.01% 1399
2023
Q1 		$24.4K Hold
75
– – ﹤0.01% 1392
2022
Q4 		$25.2K Buy
75
+1
+1% +$323 ﹤0.01% 1378
2022
Q3 		$20K Sell
74
-8
-10% -$2.24K ﹤0.01% 1309
2022
Q2 		$20K Sell
82
-49
-37% -$13K ﹤0.01% 1455
2022
Q1 		$39K Sell
131
-139
-51% -$40.2K ﹤0.01% 1231
2021
Q4 		$90K Sell
270
-20
-7% -$6.43K 0.01% 1054
2021
Q3 		$88K Buy
290
+110
+61% +$31.9K 0.01% 1058
2021
Q2 		$44K Sell
180
-40
-18% -$8.75K ﹤0.01% 1362
2021
Q1 		$40K Buy
220
+25
+13% +$4.35K ﹤0.01% 1305
2020
Q4 		$31K Sell
195
-170
-47% -$24.5K ﹤0.01% 1311
2020
Q3 		$46K Buy
365
+212
+139% +$27K ﹤0.01% 1092
2020
Q2 		$19K Sell
153
-47
-24% -$5.43K ﹤0.01% 1308
2020
Q1 		$20K Sell
200
-1,357
-87% -$186K ﹤0.01% 1232
2019
Q4 		$240K Buy
1,557
+851
+121% +$130K 0.02% 458
2019
Q3 		$101K Sell
706
-228
-24% -$33.1K 0.03% 446
2019
Q2 		$150K Buy
934
+156
+20% +$24.4K 0.02% 553
2019
Q1 		$118K Buy
778
+279
+56% +$38.7K 0.01% 635
2018
Q4 		$63K Buy
499
+357
+251% +$51.5K 0.01% 749
2018
Q3 		$23K Buy
+142
New +$20.6K 0.01% 812

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Concourse Financial Group Securities's IT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Gartner (IT) in Q1 2025, closing a stake of 64 shares — an estimated $33.6K sold.

Concourse Financial Group Securities first reported a position in IT in Q3 2018 and held it in 26 quarters. The position peaked at $240K in Q4 2019. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 64 Gartner shares in Q1 2025, an estimated $33.6K.
  • Concourse Financial Group Securities first reported a position in Gartner in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Gartner position peaked at $240K in Q4 2019.
  • 921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.