AWM
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Atticus Wealth Management’s Gartner IT Stock Holding History

Atticus Wealth Management’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
Q2 		– Sell
-15
Closed -$4.89K – 603
2023
Q1 		$4.89K Sell
15
-34
-69% -$11.2K ﹤0.01% 439
2022
Q4 		$16.5K Sell
49
-31
-39% -$10K 0.01% 347
2022
Q3 		$19K Hold
80
– – 0.01% 318
2022
Q2 		$19K Sell
80
-4
-5% -$1.06K 0.01% 347
2022
Q1 		$25K Sell
84
-41
-33% -$11.9K 0.01% 307
2021
Q4 		$42K Sell
125
-276
-69% -$88.7K 0.02% 245
2021
Q3 		$122K Buy
+401
New +$116K 0.05% 140
2020
Q2 		– Sell
-30
Closed -$3K – 305
2020
Q1 		$3K Sell
30
-4,850
-99% -$664K ﹤0.01% 263
2019
Q4 		$752K Buy
+4,880
New +$745K 0.48% 43

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return