Planned Solutions’s Gartner IT Stock Holding History

Planned Solutions’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	-33	Closed	-$16.7K	–	368
2024 Q3	$16.7K	Buy	+33	New	+$15.9K	0.01%	405
2024 Q1	–	Sell	-33	Closed	-$14.9K	–	309
2023 Q4	$14.9K	Buy	+33	New	+$13.2K	0.01%	393

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Planned Solutions's IT Position: Q4 2024 in Review

Planned Solutions sold out of Gartner (IT) in Q4 2024, closing a stake of 33 shares — an estimated $16.7K sold.

Planned Solutions first reported a position in IT in Q4 2023 and held it in 2 quarters. The position peaked at $16.7K in Q3 2024. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Planned Solutions reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 33 Gartner shares in Q4 2024, an estimated $16.7K.
Planned Solutions first reported a position in Gartner in Q4 2023 and held it in 2 quarters.
Planned Solutions's Gartner position peaked at $16.7K in Q3 2024.
954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.