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Spectrum Wealth Counsel’s Gartner IT Stock Holding History

Spectrum Wealth Counsel’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
-31
Closed -$13.9K – 409
2024
Q2 		$13.9K Sell
31
-11
-26% -$4.89K ﹤0.01% 282
2024
Q1 		$20K Sell
42
-2
-5% -$920 ﹤0.01% 261
2023
Q4 		$19.8K Buy
+44
New +$17.6K ﹤0.01% 230

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spectrum Wealth Counsel's IT Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Gartner (IT) in Q3 2024, closing a stake of 31 shares — an estimated $13.9K sold.

Spectrum Wealth Counsel first reported a position in IT in Q4 2023 and held it in 3 quarters. The position peaked at $20K in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 31 Gartner shares in Q3 2024, an estimated $13.9K.
  • Spectrum Wealth Counsel first reported a position in Gartner in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Gartner position peaked at $20K in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.