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Virtue Capital Management’s Gartner IT Stock Holding History

Virtue Capital 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
Q4 		– Sell
-404
Closed -$205K – 275
2024
Q3 		$205K Buy
+404
New +$194K 0.04% 255
2024
Q2 		– Sell
-594
Closed -$279K – 405
2024
Q1 		$279K Sell
594
-58
-9% -$26.7K 0.05% 306
2023
Q4 		$278K Sell
652
-16
-2% -$6.39K 0.06% 299
2023
Q3 		$232K Hold
668
– – 0.04% 354
2023
Q2 		$232K Buy
+668
New +$218K 0.04% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Virtue Capital Management's IT Position: Q4 2024 in Review

Virtue Capital Management sold out of Gartner (IT) in Q4 2024, closing a stake of 404 shares — an estimated $205K sold.

Virtue Capital Management first reported a position in IT in Q2 2023 and held it in 5 quarters. The position peaked at $279K in Q1 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Virtue Capital Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Virtue Capital Management sold 404 Gartner shares in Q4 2024, an estimated $205K.
  • Virtue Capital Management first reported a position in Gartner in Q2 2023 and held it in 5 quarters.
  • Virtue Capital Management's Gartner position peaked at $279K in Q1 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Virtue Capital Management's 13F filing for Q4 2024, filed 26 Feb 2025.