KWM
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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 $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return