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Atlas Private Wealth Advisors’s Gartner IT Stock Holding History

Atlas Private Wealth Advisors’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
Q3 		– Sell
-16
Closed -$4K – 781
2021
Q2 		$4K Sell
16
-21
-57% -$4.59K ﹤0.01% 599
2021
Q1 		$7K Buy
37
+16
+76% +$2.78K ﹤0.01% 546
2020
Q4 		$3K Buy
+21
New +$3.02K ﹤0.01% 589

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Advisors's IT Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Gartner (IT) in Q3 2021, closing a stake of 16 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in IT in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Gartner position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 16 Gartner shares in Q3 2021, an estimated $4K.
  • Atlas Private Wealth Advisors first reported a position in Gartner in Q4 2020 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's Gartner position peaked at $7K in Q1 2021.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.