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Crewe Advisors’s Gartner IT Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-97
Closed -$43.6K – 852
2024
Q2 		$43.6K Buy
97
+67
+223% +$29.8K ﹤0.01% 388
2024
Q1 		$14.3K Buy
+30
New +$13.8K ﹤0.01% 554
2023
Q2 		– Sell
-67
Closed -$21.8K – 949
2023
Q1 		$21.8K Hold
67
– – ﹤0.01% 415
2022
Q4 		$22.5K Sell
67
-78
-54% -$25.2K ﹤0.01% 400
2022
Q3 		$40K Buy
145
+21
+17% +$5.89K 0.01% 344
2022
Q2 		$30K Buy
+124
New +$33K 0.01% 355
2020
Q4 		– Sell
-22
Closed -$3K – 554
2020
Q3 		$3K Buy
+22
New +$2.8K ﹤0.01% 443

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

Crewe Advisors's IT Position: Q3 2024 in Review

Crewe Advisors sold out of Gartner (IT) in Q3 2024, closing a stake of 97 shares — an estimated $43.6K sold.

Crewe Advisors first reported a position in IT in Q3 2020 and held it in 7 quarters. The position peaked at $43.6K in Q2 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Crewe Advisors reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 97 Gartner shares in Q3 2024, an estimated $43.6K.
  • Crewe Advisors first reported a position in Gartner in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's Gartner position peaked at $43.6K in Q2 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.