Quadcap Wealth Management’s Gartner IT Stock Holding History

Quadcap 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 Q1	–	Sell	-1,444	Closed	-$651K	–	340
2023 Q4	$651K	Buy	+1,444	New	+$577K	0.17%	160

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Quadcap Wealth Management's IT Position: Q1 2024 in Review

Quadcap Wealth Management sold out of Gartner (IT) in Q1 2024, closing a stake of 1,444 shares — an estimated $651K sold.

Quadcap Wealth Management first reported a position in IT in Q4 2023 and held it in 1 quarter. The position peaked at $651K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Quadcap Wealth Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
Quadcap Wealth Management sold 1,444 Gartner shares in Q1 2024, an estimated $651K.
Quadcap Wealth Management first reported a position in Gartner in Q4 2023 and held it in 1 quarter.
Quadcap Wealth Management's Gartner position peaked at $651K in Q4 2023.
880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Quadcap Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.