Altus Wealth Group’s Gartner IT Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-75	Closed	-$12K	–	473
2020 Q4	$12K	Buy	+75	New	+$10.8K	0.01%	484

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Altus Wealth Group's IT Position: Q1 2021 in Review

Altus Wealth Group sold out of Gartner (IT) in Q1 2021, closing a stake of 75 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in IT in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 573 funds tracked by Wall St. Rank hold IT as of Q1 2021.

Altus Wealth Group reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 75 Gartner shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in Gartner in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Gartner position peaked at $12K in Q4 2020.
573 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.