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Kathleen S. Wright Associates’s Gartner IT Stock Holding History

Kathleen S. Wright Associates’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
-19
Closed -$9.63K – 283
2024
Q3 		$9.63K Hold
19
– – ﹤0.01% 253
2024
Q2 		$8.53K Hold
19
– – ﹤0.01% 200
2024
Q1 		$9.06K Hold
19
– – ﹤0.01% 192
2023
Q4 		$8.57K Hold
19
– – ﹤0.01% 169
2023
Q3 		$6.53K Hold
19
– – ﹤0.01% 160
2023
Q2 		$6.66K Hold
19
– – ﹤0.01% 141
2023
Q1 		$6.19K Hold
19
– – ﹤0.01% 141
2022
Q4 		$6K Hold
19
– – ﹤0.01% 171
2022
Q3 		$5K Buy
+19
New +$5.33K ﹤0.01% 159

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kathleen S. Wright Associates's IT Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Gartner (IT) in Q4 2024, closing a stake of 19 shares — an estimated $9.63K sold.

Kathleen S. Wright Associates first reported a position in IT in Q3 2022 and held it in 9 quarters. The position peaked at $9.63K in Q3 2024. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 19 Gartner shares in Q4 2024, an estimated $9.63K.
  • Kathleen S. Wright Associates first reported a position in Gartner in Q3 2022 and held it in 9 quarters.
  • Kathleen S. Wright Associates's Gartner position peaked at $9.63K in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.