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	–	1334
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	–	553
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 $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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s IT Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of Gartner (IT) in Q1 2022, closing a stake of 692 shares — an estimated $231K sold.

Financial Architects (New Jersey) first reported a position in IT in Q2 2015 and held it in 18 quarters. The position peaked at $338K in Q3 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

Financial Architects (New Jersey) reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 692 Gartner shares in Q1 2022, an estimated $231K.
Financial Architects (New Jersey) first reported a position in Gartner in Q2 2015 and held it in 18 quarters.
Financial Architects (New Jersey)'s Gartner position peaked at $338K in Q3 2021.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.