FirstPurpose Wealth’s Gartner IT Stock Holding History

FirstPurpose Wealth’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 Q1	$404K	Sell	872 -38	-4%	-$17.5K	0.15%	127
2023 Q4	$411K	Buy	910 +25	+3%	+$9.99K	0.16%	111
2023 Q3	$304K	Sell	885 -4	-0.4%	-$1.4K	0.13%	139
2023 Q2	$311K	Sell	889 -178	-17%	-$58K	0.13%	133
2023 Q1	$348K	Buy	1,067 +52	+5%	+$17.2K	0.17%	107
2022 Q4	$341K	Buy	1,015 +102	+11%	+$32.9K	0.19%	101
2022 Q3	$253K	Buy	+913	New	+$256K	0.17%	116
2022 Q2	–	Sell	-946	Closed	-$281K	–	152
2022 Q1	$281K	Sell	946 -64	-6%	-$18.5K	0.22%	100
2021 Q4	$338K	Buy	+1,010	New	+$325K	0.21%	88

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

FirstPurpose Wealth's IT Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Gartner (IT) stake by 4.2% in Q1 2024, selling an estimated $17.5K and leaving 872 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #127.

FirstPurpose Wealth first reported a position in IT in Q4 2021 and has held it in 9 quarters since. The position peaked at $411K in Q4 2023. 881 funds tracked by Wall St. Rank hold IT as of Q1 2024.

FirstPurpose Wealth held 872 shares of Gartner worth $404K as of Q1 2024.
FirstPurpose Wealth sold 38 Gartner shares in Q1 2024, an estimated $17.5K.
Gartner made up 0.15% of FirstPurpose Wealth's portfolio in Q1 2024, its #127 holding.
FirstPurpose Wealth first reported a position in Gartner in Q4 2021 and has held it in 9 quarters since.
FirstPurpose Wealth's Gartner position peaked at $411K in Q4 2023.
881 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.