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Raymond James Financial Services Advisors’s Gartner IT Stock Holding History

Raymond James Financial Services Advisors’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 		$3.08M Buy
6,076
+1,252
+26% +$602K ﹤0.01% 1496
2024
Q2 		$2.17M Buy
4,824
+330
+7% +$147K ﹤0.01% 1620
2024
Q1 		$2.14M Buy
4,494
+225
+5% +$104K ﹤0.01% 1605
2023
Q4 		$1.93M Buy
4,269
+1,486
+53% +$594K ﹤0.01% 1601
2023
Q3 		$956K Sell
2,783
-4,021
-59% -$1.4M ﹤0.01% 1936
2023
Q2 		$2.38M Buy
6,804
+828
+14% +$270K ﹤0.01% 1419
2023
Q1 		$1.95M Sell
5,976
-2,182
-27% -$721K ﹤0.01% 1507
2022
Q4 		$2.74M Buy
8,158
+2,946
+57% +$951K 0.01% 1270
2022
Q3 		$1.44M Buy
5,212
+910
+21% +$255K ﹤0.01% 1611
2022
Q2 		$1.04M Sell
4,302
-1,363
-24% -$363K ﹤0.01% 1807
2022
Q1 		$1.69M Sell
5,665
-1,981
-26% -$574K ﹤0.01% 1609
2021
Q4 		$2.56M Buy
7,646
+3,704
+94% +$1.19M ﹤0.01% 1375
2021
Q3 		$1.2M Buy
3,942
+2,215
+128% +$642K ﹤0.01% 1833
2021
Q2 		$418K Buy
1,727
+293
+20% +$64.1K ﹤0.01% 2493
2021
Q1 		$262K Sell
1,434
-549
-28% -$95.5K ﹤0.01% 2718
2020
Q4 		$318K Buy
+1,983
New +$286K ﹤0.01% 2428
2020
Q2 		– Sell
-2,052
Closed -$204K – 2863
2020
Q1 		$204K Sell
2,052
-362
-15% -$49.6K ﹤0.01% 2061
2019
Q4 		$372K Buy
+2,414
New +$369K ﹤0.01% 2173
2019
Q3 		– Sell
-2,069
Closed -$333K – 2875
2019
Q2 		$333K Buy
2,069
+17
+0.8% +$2.66K ﹤0.01% 2202
2019
Q1 		$311K Sell
2,052
-47
-2% -$6.52K ﹤0.01% 2217
2018
Q4 		$268K Buy
2,099
+28
+1% +$4.04K ﹤0.01% 2072
2018
Q3 		$328K Buy
2,071
+176
+9% +$25.5K ﹤0.01% 2218
2018
Q2 		$252K Buy
1,895
+113
+6% +$14.5K ﹤0.01% 2353
2018
Q1 		$210K Sell
1,782
-578
-24% -$72.2K ﹤0.01% 2229
2017
Q4 		$291K Buy
2,360
+81
+4% +$9.84K ﹤0.01% 2032
2017
Q3 		$284K Sell
2,279
-96
-4% -$11.9K ﹤0.01% 2056
2017
Q2 		$293K Buy
+2,375
New +$276K ﹤0.01% 1999

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial Services Advisors's IT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Gartner (IT) stake by 26% in Q3 2024, buying an estimated $602K and bringing the position to 6,076 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Raymond James Financial Services Advisors first reported a position in IT in Q2 2017 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Raymond James Financial Services Advisors held 6,076 shares of Gartner worth $3.08M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,252 Gartner shares in Q3 2024, an estimated $602K.
  • Gartner made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1496 holding.
  • Raymond James Financial Services Advisors first reported a position in Gartner in Q2 2017 and has held it in 27 quarters since.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.