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Inspire Advisors’s Gartner IT Stock Holding History

Inspire Advisors’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
Q2 		– Sell
-1,137
Closed -$542K – 427
2024
Q1 		$542K Buy
1,137
+18
+2% +$8.28K 0.08% 193
2023
Q4 		$505K Buy
1,119
+217
+24% +$86.7K 0.08% 175
2023
Q3 		$310K Buy
902
+18
+2% +$6.28K 0.05% 202
2023
Q2 		$310K Buy
884
+111
+14% +$36.1K 0.06% 166
2023
Q1 		$252K Buy
773
+49
+7% +$16.2K 0.06% 152
2022
Q4 		$243K Buy
+724
New +$234K 0.06% 130
2022
Q2 		– Sell
-1,125
Closed -$335K – 142
2022
Q1 		$335K Sell
1,125
-19
-2% -$5.5K 0.09% 54
2021
Q4 		$383K Buy
+1,144
New +$368K 0.11% 41
2021
Q3 		– Sell
-2,071
Closed -$502K – 100
2021
Q2 		$502K Sell
2,071
-114
-5% -$24.9K 0.16% 29
2021
Q1 		$399K Buy
2,185
+1,727
+377% +$300K 0.14% 36
2020
Q4 		$73K Buy
+458
New +$66K 0.03% 180

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Inspire Advisors's IT Position: Q2 2024 in Review

Inspire Advisors sold out of Gartner (IT) in Q2 2024, closing a stake of 1,137 shares — an estimated $542K sold.

Inspire Advisors first reported a position in IT in Q4 2020 and held it in 11 quarters. The position peaked at $542K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Inspire Advisors reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 1,137 Gartner shares in Q2 2024, an estimated $542K.
  • Inspire Advisors first reported a position in Gartner in Q4 2020 and held it in 11 quarters.
  • Inspire Advisors's Gartner position peaked at $542K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.