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Virtus Investment Advisers’s Gartner IT Stock Holding History

Virtus Investment Advisers’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
-224
Closed -$101K – 359
2024
Q2 		$101K Sell
224
-242
-52% -$108K 0.09% 238
2024
Q1 		$222K Hold
466
– – 0.16% 176
2023
Q4 		$210K Buy
+466
New +$186K 0.16% 181
2018
Q1 		– Sell
-824
Closed -$101K – 229
2017
Q4 		$101K Sell
824
-74
-8% -$8.99K 0.01% 470
2017
Q3 		$112K Sell
898
-147
-14% -$18.2K 0.01% 464
2017
Q2 		$129K Buy
+1,045
New +$121K 0.01% 461

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

Virtus Investment Advisers's IT Position: Q3 2024 in Review

Virtus Investment Advisers sold out of Gartner (IT) in Q3 2024, closing a stake of 224 shares — an estimated $101K sold.

Virtus Investment Advisers first reported a position in IT in Q2 2017 and held it in 6 quarters. The position peaked at $222K in Q1 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Virtus Investment Advisers reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 224 Gartner shares in Q3 2024, an estimated $101K.
  • Virtus Investment Advisers first reported a position in Gartner in Q2 2017 and held it in 6 quarters.
  • Virtus Investment Advisers's Gartner position peaked at $222K in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Virtus Investment Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.