Triad Wealth Partners’s Gartner IT Stock Holding History

Triad 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 Q3	–	Sell	-7	Closed	-$3.14K	–	464
2024 Q2	$3.14K	Buy	+7	New	+$3.11K	﹤0.01%	671

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

Triad Wealth Partners's IT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Gartner (IT) in Q3 2024, closing a stake of 7 shares — an estimated $3.14K sold.

Triad Wealth Partners first reported a position in IT in Q2 2024 and held it in 1 quarter. The position peaked at $3.14K in Q2 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Triad Wealth Partners reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 7 Gartner shares in Q3 2024, an estimated $3.14K.
Triad Wealth Partners first reported a position in Gartner in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Gartner position peaked at $3.14K in Q2 2024.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.