FGAM
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Financial Gravity Asset Management’s Gartner IT Stock Holding History

Financial Gravity Asset 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
-1
Closed -$383 – 1949
2024
Q1 		$383 Buy
+1
New +$460 ﹤0.01% 1446
2023
Q3 		– Sell
-350
Closed -$793 – 1506
2023
Q2 		$793 Buy
350
+24
+7% +$7.82K ﹤0.01% 870
2023
Q1 		$1 Buy
+326
New +$108K ﹤0.01% 1057

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

Financial Gravity Asset Management's IT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Gartner (IT) in Q2 2024, closing a stake of 1 share — an estimated $383 sold.

Financial Gravity Asset Management first reported a position in IT in Q1 2023 and held it in 3 quarters. The position peaked at $793 in Q2 2023. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Gartner share in Q2 2024, an estimated $383.
  • Financial Gravity Asset Management first reported a position in Gartner in Q1 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Gartner position peaked at $793 in Q2 2023.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.