CreativeOne Wealth’s Gartner IT Stock Holding History

CreativeOne Wealth’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	–	Sell	-451	Closed	-$229K	–	1097
2024 Q3	$229K	Buy	+451	New	+$217K	0.01%	865
2024 Q2	–	Sell	-466	Closed	-$222K	–	845
2024 Q1	$222K	Buy	+466	New	+$214K	0.01%	812

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CreativeOne Wealth's IT Position: Q4 2024 in Review

CreativeOne Wealth sold out of Gartner (IT) in Q4 2024, closing a stake of 451 shares — an estimated $229K sold.

CreativeOne Wealth first reported a position in IT in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

CreativeOne Wealth reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
CreativeOne Wealth sold 451 Gartner shares in Q4 2024, an estimated $229K.
CreativeOne Wealth first reported a position in Gartner in Q1 2024 and held it in 2 quarters.
CreativeOne Wealth's Gartner position peaked at $229K in Q3 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.