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Kolinsky Wealth Management’s Gartner IT Stock Holding History

Kolinsky Wealth Management’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
-473
Closed -$240K – 186
2024
Q3 		$240K Sell
473
-36
-7% -$17.3K 0.16% 141
2024
Q2 		$229K Sell
509
-25
-5% -$11.1K 0.16% 135
2024
Q1 		$255K Sell
534
-13
-2% -$5.98K 0.19% 117
2023
Q4 		$247K Sell
547
-173
-24% -$69.1K 0.22% 116
2023
Q3 		$247K Buy
720
+27
+4% +$9.42K 0.25% 100
2023
Q2 		$237K Buy
+693
New +$226K 0.23% 110

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 $3.37T AUM 44.26% 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

Kolinsky Wealth Management's IT Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of Gartner (IT) in Q4 2024, closing a stake of 473 shares — an estimated $240K sold.

Kolinsky Wealth Management first reported a position in IT in Q2 2023 and held it in 6 quarters. The position peaked at $255K in Q1 2024. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 473 Gartner shares in Q4 2024, an estimated $240K.
  • Kolinsky Wealth Management first reported a position in Gartner in Q2 2023 and held it in 6 quarters.
  • Kolinsky Wealth Management's Gartner position peaked at $255K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.