QPWM
IT icon

Quadrant Private Wealth Management’s Gartner IT Stock Holding History

Quadrant Private 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
2023
Q4 		– Sell
-638
Closed -$219K – 250
2023
Q3 		$219K Sell
638
-45
-7% -$15.7K 0.07% 196
2023
Q2 		$239K Buy
683
+15
+2% +$4.88K 0.07% 216
2023
Q1 		$218K Hold
668
– – 0.07% 225
2022
Q4 		$225K Buy
+668
New +$216K 0.08% 213

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Quadrant Private Wealth Management's IT Position: Q4 2023 in Review

Quadrant Private Wealth Management sold out of Gartner (IT) in Q4 2023, closing a stake of 638 shares — an estimated $219K sold.

Quadrant Private Wealth Management first reported a position in IT in Q4 2022 and held it in 4 quarters. The position peaked at $239K in Q2 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 638 Gartner shares in Q4 2023, an estimated $219K.
  • Quadrant Private Wealth Management first reported a position in Gartner in Q4 2022 and held it in 4 quarters.
  • Quadrant Private Wealth Management's Gartner position peaked at $239K in Q2 2023.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.