NFC
IT icon

Northeast Financial Consultants’s Gartner IT Stock Holding History

Northeast Financial Consultants’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
-400
Closed -$203K – 295
2024
Q3 		$203K Buy
+400
New +$192K 0.01% 282

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
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

Northeast Financial Consultants's IT Position: Q4 2024 in Review

Northeast Financial Consultants sold out of Gartner (IT) in Q4 2024, closing a stake of 400 shares — an estimated $203K sold.

Northeast Financial Consultants first reported a position in IT in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Northeast Financial Consultants reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Northeast Financial Consultants sold 400 Gartner shares in Q4 2024, an estimated $203K.
  • Northeast Financial Consultants first reported a position in Gartner in Q3 2024 and held it in 1 quarter.
  • Northeast Financial Consultants's Gartner position peaked at $203K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Northeast Financial Consultants's 13F filing for Q4 2024, filed 14 Feb 2025.