Financial Counselors Inc’s Gartner IT Stock Holding History

Financial Counselors Inc’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	-654	Closed	-$331K	–	589
2024 Q3	$331K	Buy	+654	New	+$314K	﹤0.01%	493
2018 Q1	–	Sell	-13,052	Closed	-$1.61M	–	496
2017 Q4	$1.61M	Buy	13,052 +597	+5%	+$72.5K	0.07%	238
2017 Q3	$1.55M	Sell	12,455 -239	-2%	-$29.5K	0.08%	240
2017 Q2	$1.57M	Buy	12,694 +314	+3%	+$36.4K	0.08%	236
2017 Q1	$1.34M	Sell	12,380 -317	-2%	-$32.7K	0.07%	247
2016 Q4	$1.28M	Buy	+12,697	New	+$1.23M	0.07%	247
2016 Q2	$1.06M	Sell	10,910 -2,016	-16%	-$192K	0.06%	247
2016 Q1	$1.16M	Buy	12,926 +152	+1%	+$12.8K	0.07%	236
2015 Q4	$1.16M	Buy	12,774 +2,088	+20%	+$185K	0.07%	241
2015 Q3	$897K	Buy	10,686 +5,128	+92%	+$447K	0.06%	254
2015 Q2	$477K	Buy	5,558 +1,477	+36%	+$127K	0.03%	321
2015 Q1	$342K	Sell	4,081 -3,692	-47%	-$305K	0.02%	365
2014 Q4	$655K	Buy	7,773 +452	+6%	+$36.7K	0.04%	293
2014 Q3	$538K	Sell	7,321 -890	-11%	-$64.7K	0.04%	319
2014 Q2	$579K	Buy	8,211 +829	+11%	+$57.8K	0.04%	306
2014 Q1	$513K	Sell	7,382 -6,165	-46%	-$426K	0.04%	314
2013 Q4	$963K	Sell	13,547 -1,841	-12%	-$116K	0.07%	252
2013 Q3	$923K	Buy	15,388 +2,746	+22%	+$162K	0.08%	237
2013 Q2	$720K	Buy	+12,642	New	+$718K	0.06%	244

Other funds holding IT

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

BlackRock New York $5.7T 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

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 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