Congress Wealth Management’s Gartner IT Stock Holding History

Congress 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 Q2	–	Sell	-536	Closed	-$256K	–	724
2024 Q1	$256K	Buy	+536	New	+$247K	﹤0.01%	532

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Congress Wealth Management's IT Position: Q2 2024 in Review

Congress Wealth Management sold out of Gartner (IT) in Q2 2024, closing a stake of 536 shares — an estimated $256K sold.

Congress Wealth Management first reported a position in IT in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

Congress Wealth Management reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
Congress Wealth Management sold 536 Gartner shares in Q2 2024, an estimated $256K.
Congress Wealth Management first reported a position in Gartner in Q1 2024 and held it in 1 quarter.
Congress Wealth Management's Gartner position peaked at $256K in Q1 2024.
874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.