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TFO Wealth Partners’s Gartner IT Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$953 – 402
2024
Q1 		$953 Hold
2
– – ﹤0.01% 170
2023
Q4 		$902 Sell
2
-74
-97% -$29.6K ﹤0.01% 215
2023
Q3 		$26.6K Buy
76
+3
+4% +$1.05K 0.01% 126
2023
Q2 		$25.6K Buy
73
+71
+3,550% +$23.1K 0.01% 120
2023
Q1 		$652 Sell
2
-8
-80% -$2.65K ﹤0.01% 211
2022
Q4 		$113 Buy
+10
New +$3.23K ﹤0.01% 751
2022
Q3 		– Sell
-6
Closed -$1K – 309
2022
Q2 		$1K Buy
+6
New +$1.6K ﹤0.01% 424

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

TFO Wealth Partners's IT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Gartner (IT) in Q2 2024, closing a stake of 2 shares — an estimated $953 sold.

TFO Wealth Partners first reported a position in IT in Q2 2022 and held it in 7 quarters. The position peaked at $26.6K in Q3 2023. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Gartner shares in Q2 2024, an estimated $953.
  • TFO Wealth Partners first reported a position in Gartner in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Gartner position peaked at $26.6K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.