NFG
IT icon

NewFocus Financial Group’s Gartner IT Stock Holding History

NewFocus Financial Group’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 		$201K Buy
+1,253
New +$181K 0.06% 117
2019
Q3 		– Sell
-1,253
Closed -$202K – 102
2019
Q2 		$202K Buy
+1,253
New +$196K 0.09% 93
2016
Q1 		– Sell
-1,253
Closed -$114K – 61
2015
Q4 		$114K Hold
1,253
– – 0.08% 65
2015
Q3 		$105K Hold
1,253
– – 0.08% 59
2015
Q2 		$107K Hold
1,253
– – 0.07% 56
2015
Q1 		$105K Hold
1,253
– – 0.07% 56
2014
Q4 		$106K Buy
+1,253
New +$102K 0.07% 58

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return