RFG
IT icon

RFP Financial Group’s Gartner IT Stock Holding History

RFP Financial Group’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
-56
Closed -$25.1K – 445
2024
Q2 		$25.1K Buy
56
+12
+27% +$5.34K 0.01% 313
2024
Q1 		$21K Hold
44
– – 0.01% 306
2023
Q4 		$19.8K Buy
44
+21
+91% +$8.39K 0.01% 305
2023
Q3 		$7.9K Hold
23
– – ﹤0.01% 422
2023
Q2 		$8.06K Hold
23
– – ﹤0.01% 454
2023
Q1 		$7.49K Hold
23
– – 0.01% 324
2022
Q4 		$7.73K Buy
+23
New +$7.42K ﹤0.01% 437

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 $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $580B AUM 38.23% 1-Year Est. Return

RFP Financial Group's IT Position: Q3 2024 in Review

RFP Financial Group sold out of Gartner (IT) in Q3 2024, closing a stake of 56 shares — an estimated $25.1K sold.

RFP Financial Group first reported a position in IT in Q4 2022 and held it in 7 quarters. The position peaked at $25.1K in Q2 2024. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • RFP Financial Group reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 56 Gartner shares in Q3 2024, an estimated $25.1K.
  • RFP Financial Group first reported a position in Gartner in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Gartner position peaked at $25.1K in Q2 2024.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.