Certified Advisory Corp’s Gartner IT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-78	Closed	-$14K	–	469
2021 Q1	$14K	Buy	+78	New	+$13.6K	﹤0.01%	554
2020 Q2	$9K	Hold	78	–	–	﹤0.01%	569
2020 Q1	$8K	Hold	78	–	–	﹤0.01%	563
2019 Q4	$12K	Hold	78	–	–	﹤0.01%	564
2019 Q3	$11K	Buy	+78	New	+$11.3K	﹤0.01%	574

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

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

GIM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

ACM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Certified Advisory Corp's IT Position: Q2 2021 in Review

Certified Advisory Corp sold out of Gartner (IT) in Q2 2021, closing a stake of 78 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in IT in Q3 2019 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

Certified Advisory Corp reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 78 Gartner shares in Q2 2021, an estimated $14K.
Certified Advisory Corp first reported a position in Gartner in Q3 2019 and held it in 5 quarters.
Certified Advisory Corp's Gartner position peaked at $14K in Q1 2021.
609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.