IAS
IT icon

Insigneo Advisory Services’s Gartner IT Stock Holding History

Insigneo Advisory Services’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
-686
Closed -$348K – 658
2024
Q3 		$348K Buy
686
+28
+4% +$13.5K 0.04% 409
2024
Q2 		$301K Buy
658
+52
+9% +$23.1K 0.03% 408
2024
Q1 		$289K Buy
606
+136
+29% +$62.6K 0.03% 392
2023
Q4 		$212K Buy
+470
New +$188K 0.03% 410

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

Insigneo Advisory Services's IT Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Gartner (IT) in Q4 2024, closing a stake of 686 shares — an estimated $348K sold.

Insigneo Advisory Services first reported a position in IT in Q4 2023 and held it in 4 quarters. The position peaked at $348K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 686 Gartner shares in Q4 2024, an estimated $348K.
  • Insigneo Advisory Services first reported a position in Gartner in Q4 2023 and held it in 4 quarters.
  • Insigneo Advisory Services's Gartner position peaked at $348K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.