First Personal Financial Services’s Gartner IT Stock Holding History

First Personal Financial Services’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	$507	Buy	+1	New	+$481	﹤0.01%	395
2020 Q1	–	Sell	-3	Closed	–	–	413
2019 Q4	$0	Sell	3 -292	-99%	-$44.6K	﹤0.01%	559
2019 Q3	$42K	Hold	295	–	–	0.01%	260
2019 Q2	$47K	Buy	295 +3	+1%	+$469	0.01%	291
2019 Q1	$44K	Hold	292	–	–	0.01%	294
2018 Q4	$37K	Hold	292	–	–	0.01%	300
2018 Q3	$46K	Buy	292 +77	+36%	+$11.2K	0.01%	300
2018 Q2	$29K	Buy	215 +58	+37%	+$7.42K	0.01%	346
2018 Q1	$18K	Buy	157 +35	+29%	+$4.37K	﹤0.01%	651
2017 Q4	$15K	Buy	+122	New	+$14.8K	﹤0.01%	702
2015 Q2	–	Sell	-41	Closed	-$4K	–	499
2015 Q1	$4K	Hold	41	–	–	﹤0.01%	348
2014 Q4	$3K	Buy	+41	New	+$3.33K	﹤0.01%	334

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Personal Financial Services's IT Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Gartner (IT) in Q3 2024: 1 share worth $507. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in IT as recently as Q4 2019.

First Personal Financial Services first reported a position in IT in Q4 2014 and has held it in 12 quarters since. The position peaked at $47K in Q2 2019. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

First Personal Financial Services held 1 share of Gartner worth $507 as of Q3 2024.
Gartner was a new First Personal Financial Services position in Q3 2024.
Gartner made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #395 holding.
First Personal Financial Services first reported a position in Gartner in Q4 2014 and has held it in 12 quarters since.
First Personal Financial Services's Gartner position peaked at $47K in Q2 2019.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.