GWMIA
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Global Wealth Management Investment Advisory’s Gartner IT Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-12
Closed -$5.41K – 288
2023
Q4 		$5.41K Buy
+12
New +$4.79K ﹤0.01% 332

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's IT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Gartner (IT) in Q1 2024, closing a stake of 12 shares — an estimated $5.41K sold.

Global Wealth Management Investment Advisory first reported a position in IT in Q4 2023 and held it in 1 quarter. The position peaked at $5.41K in Q4 2023. 881 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 12 Gartner shares in Q1 2024, an estimated $5.41K.
  • Global Wealth Management Investment Advisory first reported a position in Gartner in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Gartner position peaked at $5.41K in Q4 2023.
  • 881 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.