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Kingswood Wealth Advisors’s Gartner IT Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-422
Closed -$204K – 777
2024
Q4 		$204K Sell
422
-1,360
-76% -$701K 0.02% 728
2024
Q3 		$903K Sell
1,782
-338
-16% -$162K 0.06% 320
2024
Q2 		$952K Buy
2,120
+210
+11% +$93.4K 0.09% 246
2024
Q1 		$910K Sell
1,910
-257
-12% -$118K 0.11% 223
2023
Q4 		$978K Buy
2,167
+10
+0.5% +$4K 0.11% 201
2023
Q3 		$741K Buy
+2,157
New +$752K 0.13% 183

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kingswood Wealth Advisors's IT Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 422 shares — an estimated $204K sold.

Kingswood Wealth Advisors first reported a position in IT in Q3 2023 and held it in 6 quarters. The position peaked at $978K in Q4 2023. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 422 Gartner shares in Q1 2025, an estimated $204K.
  • Kingswood Wealth Advisors first reported a position in Gartner in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Gartner position peaked at $978K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.