CFM Wealth Partners’s Gartner IT Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-189	Closed	-$22K	–	308
2020 Q2	$22K	Hold	189	–	–	0.01%	351
2020 Q1	$19K	Hold	189	–	–	0.01%	371
2019 Q4	$30K	Buy	+189	New	+$28.9K	0.01%	326

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

GIM

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

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

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

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

ACM

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

CFM Wealth Partners's IT Position: Q3 2020 in Review

CFM Wealth Partners sold out of Gartner (IT) in Q3 2020, closing a stake of 189 shares — an estimated $22K sold.

CFM Wealth Partners first reported a position in IT in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

CFM Wealth Partners reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 189 Gartner shares in Q3 2020, an estimated $22K.
CFM Wealth Partners first reported a position in Gartner in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Gartner position peaked at $30K in Q4 2019.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.