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One Wealth Management Investment & Advisory Services’s Gartner IT Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,271
Closed -$571K – 86
2024
Q2 		$571K Buy
1,271
+33
+3% +$14.7K 0.23% 62
2024
Q1 		$590K Buy
1,238
+63
+5% +$29K 0.24% 64
2023
Q4 		$530K Buy
+1,175
New +$469K 0.24% 70

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

One Wealth Management Investment & Advisory Services's IT Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Gartner (IT) in Q3 2024, closing a stake of 1,271 shares — an estimated $571K sold.

One Wealth Management Investment & Advisory Services first reported a position in IT in Q4 2023 and held it in 3 quarters. The position peaked at $590K in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,271 Gartner shares in Q3 2024, an estimated $571K.
  • One Wealth Management Investment & Advisory Services first reported a position in Gartner in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Gartner position peaked at $590K in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.