EPG Wealth Management’s Gartner IT Stock Holding History

EPG 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
2020 Q2	–	Sell	-40	Closed	-$4K	–	451
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	623
2019 Q4	$6K	Buy	+40	New	+$6.11K	﹤0.01%	487

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

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

GIM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EPG Wealth Management's IT Position: Q2 2020 in Review

EPG Wealth Management sold out of Gartner (IT) in Q2 2020, closing a stake of 40 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in IT in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 470 funds tracked by Wall St. Rank hold IT as of Q2 2020.

EPG Wealth Management reported no remaining Gartner position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 40 Gartner shares in Q2 2020, an estimated $4K.
EPG Wealth Management first reported a position in Gartner in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Gartner position peaked at $6K in Q4 2019.
470 funds tracked by Wall St. Rank held Gartner as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.