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WR Wealth Planners’s Gartner IT Stock Holding History

WR Wealth Planners’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 		$1.94K Hold
4
– – ﹤0.01% 866
2024
Q3 		$2.03K Buy
4
+2
+100% +$961 ﹤0.01% 909
2024
Q2 		$898 Hold
2
– – ﹤0.01% 969
2024
Q1 		$953 Buy
+2
New +$920 ﹤0.01% 972

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

WR Wealth Planners's IT Position: Q4 2024 in Review

WR Wealth Planners held its Gartner (IT) position steady in Q4 2024 at 4 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

WR Wealth Planners first reported a position in IT in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.03K in Q3 2024. 953 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • WR Wealth Planners held 4 shares of Gartner worth $1.94K as of Q4 2024.
  • WR Wealth Planners left its Gartner share count unchanged in Q4 2024.
  • Gartner made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #866 holding.
  • WR Wealth Planners first reported a position in Gartner in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Gartner position peaked at $2.03K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.