GFPC
IT icon

Global Financial Private Client’s Gartner IT Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-16
Closed -$6.72K – 887
2025
Q1 		$6.72K Buy
16
+2
+14% +$986 ﹤0.01% 646
2024
Q4 		$6.78K Buy
14
+3
+27% +$1.55K ﹤0.01% 611
2024
Q3 		$5.57K Hold
11
– – ﹤0.01% 630
2024
Q2 		$4.94K Hold
11
– – ﹤0.01% 506
2024
Q1 		$5.25K Hold
11
– – ﹤0.01% 516
2023
Q4 		$4.96K Hold
11
– – ﹤0.01% 515
2023
Q3 		$3.81K Hold
11
– – ﹤0.01% 522
2023
Q2 		$3.82K Hold
11
– – ﹤0.01% 517
2023
Q1 		$3.57K Hold
11
– – ﹤0.01% 531
2022
Q4 		$3.7K Hold
11
– – ﹤0.01% 512
2022
Q3 		$3.13K Hold
11
– – ﹤0.01% 501
2022
Q2 		$2.69K Hold
11
– – ﹤0.01% 493
2022
Q1 		$3.29K Hold
11
– – ﹤0.01% 494
2021
Q4 		$3.68K Hold
11
– – ﹤0.01% 472
2021
Q3 		$3.37K Hold
11
– – ﹤0.01% 422
2021
Q2 		$2.73K Hold
11
– – ﹤0.01% 452
2021
Q1 		$2.06K Hold
11
– – ﹤0.01% 431
2020
Q4 		$1.76K Hold
11
– – ﹤0.01% 436
2020
Q3 		$1.38K Hold
11
– – ﹤0.01% 426
2020
Q2 		$1.32K Hold
11
– – ﹤0.01% 474
2020
Q1 		$1.03K Hold
11
– – ﹤0.01% 495
2019
Q4 		$1.7K Buy
+11
New +$1.68K ﹤0.01% 495

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return