Founders Financial Alliance’s Gartner IT Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-34	Closed	-$4K	–	843
2020 Q3	$4K	Buy	+34	New	+$4.32K	﹤0.01%	1059

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 $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Founders Financial Alliance's IT Position: Q4 2020 in Review

Founders Financial Alliance sold out of Gartner (IT) in Q4 2020, closing a stake of 34 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in IT in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 550 funds tracked by Wall St. Rank hold IT as of Q4 2020.

Founders Financial Alliance reported no remaining Gartner position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 34 Gartner shares in Q4 2020, an estimated $4K.
Founders Financial Alliance first reported a position in Gartner in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Gartner position peaked at $4K in Q3 2020.
550 funds tracked by Wall St. Rank held Gartner as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.