Confluence Wealth Services’s Gartner IT Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-22	Closed	-$7K	–	688
2021 Q4	$7K	Buy	+22	New	+$7.07K	﹤0.01%	993

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's IT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Gartner (IT) in Q1 2022, closing a stake of 22 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in IT in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

Confluence Wealth Services reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 22 Gartner shares in Q1 2022, an estimated $7K.
Confluence Wealth Services first reported a position in Gartner in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Gartner position peaked at $7K in Q4 2021.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.