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Glassman Wealth Services’s Gartner IT Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-78
Closed -$35.2K – 992
2023
Q4 		$35.2K Buy
78
+2
+3% +$799 0.01% 545
2023
Q3 		$26.1K Hold
76
– – ﹤0.01% 591
2023
Q2 		$26.6K Sell
76
-11
-13% -$3.58K ﹤0.01% 555
2023
Q1 		$28.3K Buy
87
+14
+19% +$4.63K ﹤0.01% 542
2022
Q4 		$24.5K Buy
73
+4
+6% +$1.29K ﹤0.01% 612
2022
Q3 		$19K Buy
69
+1
+1% +$280 ﹤0.01% 629
2022
Q2 		$16K Buy
68
+11
+19% +$2.93K ﹤0.01% 689
2022
Q1 		$17K Buy
57
+7
+14% +$2.03K ﹤0.01% 695
2021
Q4 		$17K Buy
50
+7
+16% +$2.25K ﹤0.01% 651
2021
Q3 		$13K Buy
43
+12
+39% +$3.48K ﹤0.01% 700
2021
Q2 		$8K Buy
31
+8
+35% +$1.75K ﹤0.01% 803
2021
Q1 		$4K Buy
23
+5
+28% +$869 ﹤0.01% 934
2020
Q4 		$3K Hold
18
– – ﹤0.01% 981
2020
Q3 		$2K Hold
18
– – ﹤0.01% 1007
2020
Q2 		$2K Buy
18
+1
+6% +$116 ﹤0.01% 864
2020
Q1 		$2K Buy
+17
New +$2.33K ﹤0.01% 717
2019
Q1 		– Sell
-16
Closed -$2K – 1116
2018
Q4 		$2K Buy
+16
New +$2.31K ﹤0.01% 551

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's IT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Gartner (IT) in Q1 2024, closing a stake of 78 shares — an estimated $35.2K sold.

Glassman Wealth Services first reported a position in IT in Q4 2018 and held it in 17 quarters. The position peaked at $35.2K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 78 Gartner shares in Q1 2024, an estimated $35.2K.
  • Glassman Wealth Services first reported a position in Gartner in Q4 2018 and held it in 17 quarters.
  • Glassman Wealth Services's Gartner position peaked at $35.2K in Q4 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.