IWM
IT icon

IHT Wealth Management’s Gartner IT Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-432
Closed -$218K – 1149
2024
Q3 		$218K Buy
+432
New +$208K 0.01% 1060
2022
Q1 		– Sell
-851
Closed -$285K – 814
2021
Q4 		$285K Buy
+851
New +$274K 0.02% 632
2018
Q2 		– Sell
-13
Closed -$2K – 891
2018
Q1 		$2K Hold
13
– – ﹤0.01% 1504
2017
Q4 		$2K Buy
+13
New +$1.58K ﹤0.01% 1491

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IHT Wealth Management's IT Position: Q4 2024 in Review

IHT Wealth Management sold out of Gartner (IT) in Q4 2024, closing a stake of 432 shares — an estimated $218K sold.

IHT Wealth Management first reported a position in IT in Q4 2017 and held it in 4 quarters. The position peaked at $285K in Q4 2021. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • IHT Wealth Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 432 Gartner shares in Q4 2024, an estimated $218K.
  • IHT Wealth Management first reported a position in Gartner in Q4 2017 and held it in 4 quarters.
  • IHT Wealth Management's Gartner position peaked at $285K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.