Evolution Wealth Advisors’s Gartner IT Stock Holding History

Evolution Wealth Advisors’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	-125	Closed	-$23K	–	649
2021 Q1	$23K	Buy	+125	New	+$21.7K	0.01%	273
2020 Q1	–	Sell	-224	Closed	-$35K	–	485
2019 Q4	$35K	Buy	224 +210	+1,500%	+$32.1K	0.01%	180
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	418
2019 Q2	$2K	Buy	+14	New	+$2.19K	﹤0.01%	417

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 $3.37T AUM 44.26% 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

Evolution Wealth Advisors's IT Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Gartner (IT) in Q2 2021, closing a stake of 125 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in IT in Q2 2019 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

Evolution Wealth Advisors reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 125 Gartner shares in Q2 2021, an estimated $23K.
Evolution Wealth Advisors first reported a position in Gartner in Q2 2019 and held it in 4 quarters.
Evolution Wealth Advisors's Gartner position peaked at $35K in Q4 2019.
609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.