Financial Architects (New Jersey)’s Gartner IT Stock Holding History

Financial Architects (New Jersey)’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	-692	Closed	-$231K	–	348
2021 Q4	$231K	Sell	692 -419	-38%	-$135K	0.03%	309
2021 Q3	$338K	Buy	+1,111	New	+$322K	0.05%	247
2020 Q3	–	Sell	-36	Closed	-$4K	–	505
2020 Q2	$4K	Buy	36 +16	+80%	+$1.85K	﹤0.01%	751
2020 Q1	$2K	Buy	+20	New	+$2.74K	﹤0.01%	782
2019 Q2	–	Sell	-80	Closed	-$12K	–	1344
2019 Q1	$12K	Sell	80 -10	-11%	-$1.39K	﹤0.01%	1048
2018 Q4	$12K	Sell	90 -25	-22%	-$3.61K	﹤0.01%	952
2018 Q3	$18K	Hold	115	–	–	﹤0.01%	953
2018 Q2	$15K	Hold	115	–	–	﹤0.01%	885
2018 Q1	$14K	Buy	115 +25	+28%	+$3.12K	﹤0.01%	983
2017 Q4	$11K	Sell	90 -34	-27%	-$4.13K	﹤0.01%	1125
2017 Q3	$15K	Hold	124	–	–	﹤0.01%	1023
2017 Q2	$15K	Hold	124	–	–	﹤0.01%	1044
2017 Q1	$13K	Hold	124	–	–	﹤0.01%	1068
2016 Q4	$13K	Hold	124	–	–	﹤0.01%	949
2016 Q3	$11K	Hold	124	–	–	﹤0.01%	981
2016 Q2	$12K	Hold	124	–	–	﹤0.01%	921
2016 Q1	$11K	Buy	+124	New	+$10.5K	﹤0.01%	727
2015 Q3	–	Sell	-34	Closed	-$3K	–	559
2015 Q2	$3K	Buy	+34	New	+$2.92K	﹤0.01%	1049

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wellington Management Group

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

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

Geode Capital Management

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