EWP
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Engrave Wealth Partners’s Gartner IT Stock Holding History

Engrave 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
-77
Closed -$9K – 242
2020
Q2 		$9K Buy
77
+8
+12% +$924 0.01% 256
2020
Q1 		$6K Sell
69
-60
-47% -$8.22K 0.01% 260
2019
Q4 		$19K Buy
+129
New +$19.7K 0.02% 228

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
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

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

Engrave Wealth Partners sold out of Gartner (IT) in Q3 2020, closing a stake of 77 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in IT in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 77 Gartner shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in Gartner in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Gartner position peaked at $19K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.