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Tyler-Stone Wealth Management’s Gartner IT Stock Holding History

Tyler-Stone Wealth Management’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
-23
Closed -$10.3K – 621
2024
Q2 		$10.3K Hold
23
– – ﹤0.01% 650
2024
Q1 		$11K Hold
23
– – ﹤0.01% 646
2023
Q4 		$10.4K Hold
23
– – 0.01% 631
2023
Q3 		$8K Hold
23
– – ﹤0.01% 649
2023
Q2 		$8K Buy
+23
New +$7.49K ﹤0.01% 646
2022
Q4 		$8K Hold
23
– – 0.01% 595
2022
Q3 		$6K Hold
23
– – ﹤0.01% 618
2022
Q2 		$6K Buy
23
+21
+1,050% +$5.59K ﹤0.01% 637
2022
Q1 		$1K Hold
2
– – ﹤0.01% 792
2021
Q4 		$1K Buy
+2
New +$643 ﹤0.01% 866

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

Tyler-Stone Wealth Management's IT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Gartner (IT) in Q3 2024, closing a stake of 23 shares — an estimated $10.3K sold.

Tyler-Stone Wealth Management first reported a position in IT in Q4 2021 and held it in 10 quarters. The position peaked at $11K in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 23 Gartner shares in Q3 2024, an estimated $10.3K.
  • Tyler-Stone Wealth Management first reported a position in Gartner in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Gartner position peaked at $11K in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.