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SYSTM Wealth Solutions’s Gartner IT Stock Holding History

SYSTM Wealth Solutions’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
-53
Closed -$23.8K – 359
2024
Q2 		$23.8K Sell
53
-4,205
-99% -$1.87M 0.01% 345
2024
Q1 		$2.03M Buy
4,258
+287
+7% +$132K 0.26% 114
2023
Q4 		$1.79M Buy
3,971
+1,131
+40% +$452K 0.25% 115
2023
Q3 		$976K Buy
2,840
+138
+5% +$48.1K 0.15% 184
2023
Q2 		$947K Sell
2,702
-2,181
-45% -$710K 0.13% 214
2023
Q1 		$1.59M Buy
4,883
+1,460
+43% +$483K 0.24% 108
2022
Q4 		$1.15M Buy
+3,423
New +$1.1M 0.14% 188

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

SYSTM Wealth Solutions's IT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Gartner (IT) in Q3 2024, closing a stake of 53 shares — an estimated $23.8K sold.

SYSTM Wealth Solutions first reported a position in IT in Q4 2022 and held it in 7 quarters. The position peaked at $2.03M in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 53 Gartner shares in Q3 2024, an estimated $23.8K.
  • SYSTM Wealth Solutions first reported a position in Gartner in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Gartner position peaked at $2.03M in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.