KI
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Kapitalo Investimentos’s Gartner IT Stock Holding History

Kapitalo Investimentos’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
-778
Closed -$351K – 412
2023
Q4 		$351K Buy
+778
New +$311K 0.07% 158
2023
Q2 		– Sell
-237
Closed -$77.2K – 592
2023
Q1 		$77.2K Buy
+237
New +$78.3K 0.03% 387

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

Kapitalo Investimentos's IT Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Gartner (IT) in Q1 2024, closing a stake of 778 shares — an estimated $351K sold.

Kapitalo Investimentos first reported a position in IT in Q1 2023 and held it in 2 quarters. The position peaked at $351K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 778 Gartner shares in Q1 2024, an estimated $351K.
  • Kapitalo Investimentos first reported a position in Gartner in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Gartner position peaked at $351K in Q4 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.