VCI Wealth Management’s Gartner IT Stock Holding History

VCI 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	-1,538	Closed	-$691K	–	112
2024 Q2	$691K	Buy	1,538 +517	+51%	+$230K	0.34%	72
2024 Q1	$487K	Buy	+1,021	New	+$470K	0.33%	81

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

VCI Wealth Management's IT Position: Q3 2024 in Review

VCI Wealth Management sold out of Gartner (IT) in Q3 2024, closing a stake of 1,538 shares — an estimated $691K sold.

VCI Wealth Management first reported a position in IT in Q1 2024 and held it in 2 quarters. The position peaked at $691K in Q2 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

VCI Wealth Management reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
VCI Wealth Management sold 1,538 Gartner shares in Q3 2024, an estimated $691K.
VCI Wealth Management first reported a position in Gartner in Q1 2024 and held it in 2 quarters.
VCI Wealth Management's Gartner position peaked at $691K in Q2 2024.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on VCI Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.