KPW
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Kore Private Wealth’s Gartner IT Stock Holding History

Kore Private Wealth’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
-1,565
Closed -$476K – 389
2021
Q3 		$476K Buy
1,565
+221
+16% +$64.1K 0.05% 244
2021
Q2 		$326K Sell
1,344
-22
-2% -$4.81K 0.04% 299
2021
Q1 		$249K Sell
1,366
-12
-0.9% -$2.09K 0.03% 307
2020
Q4 		$221K Buy
+1,378
New +$199K 0.03% 297
2020
Q3 		– Sell
-324
Closed -$39K – 672
2020
Q2 		$39K Buy
324
+306
+1,700% +$35.4K 0.01% 513
2020
Q1 		$2K Sell
18
-812
-98% -$111K ﹤0.01% 923
2019
Q4 		$128K Buy
+830
New +$127K 0.02% 320
2019
Q2 		– Sell
-24
Closed -$4K – 511
2019
Q1 		$4K Hold
24
– – ﹤0.01% 798
2018
Q4 		$3K Buy
+24
New +$3.46K ﹤0.01% 766

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