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

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

GIM

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

First Allied Advisory Services's IT Position: Q3 2020 in Review

First Allied Advisory Services sold out of Gartner (IT) in Q3 2020, closing a stake of 1,835 shares — an estimated $223K sold.

First Allied Advisory Services first reported a position in IT in Q3 2019 and held it in 3 quarters. The position peaked at $504K in Q4 2019. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

First Allied Advisory Services reported no remaining Gartner position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 1,835 Gartner shares in Q3 2020, an estimated $223K.
First Allied Advisory Services first reported a position in Gartner in Q3 2019 and held it in 3 quarters.
First Allied Advisory Services's Gartner position peaked at $504K in Q4 2019.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.