Icon Wealth Partners’s Gartner IT Stock Holding History

Icon Wealth 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
2023 Q3	$1.76M	Sell	5,132 -18	-0.3%	-$6.28K	0.2%	89
2023 Q2	$1.8M	Sell	5,150 -2,106	-29%	-$686K	0.19%	92
2023 Q1	$2.36M	Buy	+7,256	New	+$2.4M	0.26%	85
2022 Q2	$1.9M	Sell	7,875 -1,650	-17%	-$439K	0.23%	101
2022 Q1	$2.83M	Sell	9,525 -428	-4%	-$124K	0.28%	79
2021 Q4	$3.33M	Buy	9,953 +343	+4%	+$110K	0.33%	79
2021 Q3	$2.92M	Buy	9,610 +331	+4%	+$96K	0.31%	85
2021 Q2	$2.25M	Sell	9,279 -1,447	-13%	-$317K	0.24%	95
2021 Q1	$1.96M	Buy	10,726 +1,748	+19%	+$304K	0.25%	96
2020 Q4	$1.44M	Buy	8,978 +1,946	+28%	+$280K	0.23%	89
2020 Q3	$879K	Buy	+7,032	New	+$894K	0.17%	105

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's IT Position: Q3 2023 in Review

Icon Wealth Partners reduced its Gartner (IT) stake by 0.35% in Q3 2023, selling an estimated $6.28K and leaving 5,132 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #89.

Icon Wealth Partners first reported a position in IT in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.33M in Q4 2021. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Icon Wealth Partners held 5,132 shares of Gartner worth $1.76M as of Q3 2023.
Icon Wealth Partners sold 18 Gartner shares in Q3 2023, an estimated $6.28K.
Gartner made up 0.2% of Icon Wealth Partners's portfolio in Q3 2023, its #89 holding.
Icon Wealth Partners first reported a position in Gartner in Q3 2020 and has held it in 11 quarters since.
Icon Wealth Partners's Gartner position peaked at $3.33M in Q4 2021.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.