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FourThought Financial Partners’s Gartner IT Stock Holding History

FourThought Financial Partners’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
-476
Closed -$227K – 252
2024
Q1 		$227K Hold
476
– – 0.03% 291
2023
Q4 		$215K Buy
+476
New +$190K 0.03% 300

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State Street
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Massachusetts Financial Services
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Fidelity Investments
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

FourThought Financial Partners's IT Position: Q2 2024 in Review

FourThought Financial Partners sold out of Gartner (IT) in Q2 2024, closing a stake of 476 shares — an estimated $227K sold.

FourThought Financial Partners first reported a position in IT in Q4 2023 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • FourThought Financial Partners reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 476 Gartner shares in Q2 2024, an estimated $227K.
  • FourThought Financial Partners first reported a position in Gartner in Q4 2023 and held it in 2 quarters.
  • FourThought Financial Partners's Gartner position peaked at $227K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on FourThought Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.