WealthPLAN Partners’s Gartner IT Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-6	Closed	-$2.1K	–	712
2023 Q2	$2.1K	Hold	6	–	–	﹤0.01%	1068
2023 Q1	$1.96K	Buy	+6	New	+$1.98K	﹤0.01%	1133

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's IT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gartner (IT) in Q3 2023, closing a stake of 6 shares — an estimated $2.1K sold.

WealthPLAN Partners first reported a position in IT in Q1 2023 and held it in 2 quarters. The position peaked at $2.1K in Q2 2023. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

WealthPLAN Partners reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 6 Gartner shares in Q3 2023, an estimated $2.1K.
WealthPLAN Partners first reported a position in Gartner in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Gartner position peaked at $2.1K in Q2 2023.
791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.