Global Assets Advisory’s Gartner IT Stock Holding History

Global Assets Advisory’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	-140	Closed	-$66.8K	–	284
2024 Q1	$66.8K	Buy	+140	New	+$64.4K	0.04%	238

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 $3.38T AUM 44.17% 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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Global Assets Advisory's IT Position: Q2 2024 in Review

Global Assets Advisory sold out of Gartner (IT) in Q2 2024, closing a stake of 140 shares — an estimated $66.8K sold.

Global Assets Advisory first reported a position in IT in Q1 2024 and held it in 1 quarter. The position peaked at $66.8K in Q1 2024. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

Global Assets Advisory reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 140 Gartner shares in Q2 2024, an estimated $66.8K.
Global Assets Advisory first reported a position in Gartner in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's Gartner position peaked at $66.8K in Q1 2024.
875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.