Simplicity Wealth’s Gartner IT Stock Holding History

Simplicity Wealth’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	-3,347	Closed	-$1.5M	–	837
2024 Q2	$1.5M	Buy	3,347 +123	+4%	+$54.7K	0.03%	418
2024 Q1	$1.54M	Buy	+3,224	New	+$1.48M	0.04%	409

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

Simplicity Wealth's IT Position: Q3 2024 in Review

Simplicity Wealth sold out of Gartner (IT) in Q3 2024, closing a stake of 3,347 shares — an estimated $1.5M sold.

Simplicity Wealth first reported a position in IT in Q1 2024 and held it in 2 quarters. The position peaked at $1.54M in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Simplicity Wealth reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,347 Gartner shares in Q3 2024, an estimated $1.5M.
Simplicity Wealth first reported a position in Gartner in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Gartner position peaked at $1.54M in Q1 2024.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.