FinTrust Capital Advisors’s Gartner IT Stock Holding History

FinTrust Capital 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	$29.9K	Hold	59	–	–	0.01%	716
2024 Q2	$26.5K	Buy	59 +17	+40%	+$7.56K	﹤0.01%	703
2024 Q1	$20K	Hold	42	–	–	﹤0.01%	732
2023 Q4	$18.9K	Hold	42	–	–	﹤0.01%	705
2023 Q3	$14.4K	Sell	42 -3	-7%	-$1.05K	﹤0.01%	723
2023 Q2	$15.1K	Hold	45	–	–	﹤0.01%	706
2023 Q1	$15.1K	Hold	45	–	–	﹤0.01%	703
2022 Q4	$15.1K	Hold	45	–	–	﹤0.01%	700
2022 Q3	$13K	Buy	45 +10	+29%	+$2.8K	﹤0.01%	803
2022 Q2	$9K	Buy	+35	New	+$9.31K	﹤0.01%	911
2019 Q2	–	Sell	-46	Closed	-$7K	–	1149
2019 Q1	$7K	Hold	46	–	–	﹤0.01%	858
2018 Q4	$6K	Buy	+46	New	+$6.64K	﹤0.01%	881

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FinTrust Capital Advisors's IT Position: Q3 2024 in Review

FinTrust Capital Advisors held its Gartner (IT) position steady in Q3 2024 at 59 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #716.

FinTrust Capital Advisors first reported a position in IT in Q4 2018 and has held it in 12 quarters since. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

FinTrust Capital Advisors held 59 shares of Gartner worth $29.9K as of Q3 2024.
FinTrust Capital Advisors left its Gartner share count unchanged in Q3 2024.
Gartner made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #716 holding.
FinTrust Capital Advisors first reported a position in Gartner in Q4 2018 and has held it in 12 quarters since.
906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.