Reston Wealth Management’s Gartner IT Stock Holding History

Reston 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 Q4	–	Sell	-13	Closed	-$6.59K	–	236
2024 Q3	$6.59K	Buy	+13	New	+$6.25K	﹤0.01%	286

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

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

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

Reston Wealth Management's IT Position: Q4 2024 in Review

Reston Wealth Management sold out of Gartner (IT) in Q4 2024, closing a stake of 13 shares — an estimated $6.59K sold.

Reston Wealth Management first reported a position in IT in Q3 2024 and held it in 1 quarter. The position peaked at $6.59K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Reston Wealth Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 13 Gartner shares in Q4 2024, an estimated $6.59K.
Reston Wealth Management first reported a position in Gartner in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Gartner position peaked at $6.59K in Q3 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.