JPLA
IT icon

Joseph P. Lucia & Associates’s Gartner IT Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-10
Closed -$3K – 332
2021
Q3 		$3K Hold
10
– – ﹤0.01% 489
2021
Q2 		$2K Hold
10
– – ﹤0.01% 515
2021
Q1 		$2K Hold
10
– – ﹤0.01% 494
2020
Q4 		$2K Buy
+10
New +$1.44K ﹤0.01% 445
2020
Q3 		– Sell
-10
Closed -$1K – 262
2020
Q2 		$1K Hold
10
– – ﹤0.01% 452
2020
Q1 		$1K Hold
10
– – ﹤0.01% 420
2019
Q4 		$2K Hold
10
– – ﹤0.01% 410
2019
Q3 		$1K Hold
10
– – ﹤0.01% 430
2019
Q2 		$2K Sell
10
-1,555
-99% -$243K ﹤0.01% 408
2019
Q1 		$10 Buy
+1,565
New +$217K ﹤0.01% 332

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return