Redmont Wealth Advisors’s Gartner IT Stock Holding History

Redmont Wealth 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	–	Sell	-7	Closed	-$3.14K	–	331
2024 Q2	$3.14K	Hold	7	–	–	﹤0.01%	297
2024 Q1	$3.34K	Buy	+7	New	+$3.22K	﹤0.01%	298

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Redmont Wealth Advisors's IT Position: Q3 2024 in Review

Redmont Wealth Advisors sold out of Gartner (IT) in Q3 2024, closing a stake of 7 shares — an estimated $3.14K sold.

Redmont Wealth Advisors first reported a position in IT in Q1 2024 and held it in 2 quarters. The position peaked at $3.34K in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Redmont Wealth Advisors reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
Redmont Wealth Advisors sold 7 Gartner shares in Q3 2024, an estimated $3.14K.
Redmont Wealth Advisors first reported a position in Gartner in Q1 2024 and held it in 2 quarters.
Redmont Wealth Advisors's Gartner position peaked at $3.34K in Q1 2024.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Redmont Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.