FAAS
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First Allied Advisory Services’s Gartner IT Stock Holding History

First Allied Advisory Services’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
-1,835
Closed -$223K – 1207
2020
Q2 		$223K Buy
+1,835
New +$212K 0.01% 950
2020
Q1 		– Sell
-3,260
Closed -$504K – 1146
2019
Q4 		$504K Buy
3,260
+834
+34% +$127K 0.02% 708
2019
Q3 		$341K Buy
+2,426
New +$353K 0.01% 829

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BlackRock
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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