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Pacifica Partners’s Gartner IT Stock Holding History

Pacifica Partners’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
2025
Q1 		– Sell
-65
Closed -$31.4K – 520
2024
Q4 		$31.4K Sell
65
-5
-7% -$2.58K 0.01% 233
2024
Q3 		$35.5K Hold
70
– – 0.01% 239
2024
Q2 		$31.3K Hold
70
– – 0.01% 257
2024
Q1 		$33.1K Sell
70
-30
-30% -$13.8K 0.01% 249
2023
Q4 		$43.5K Hold
100
– – 0.02% 217
2023
Q3 		$35.2K Hold
100
– – 0.02% 219
2023
Q2 		$34.7K Hold
100
– – 0.02% 196
2023
Q1 		$31.2K Hold
100
– – 0.02% 216
2022
Q4 		$33.6K Hold
100
– – 0.02% 190
2022
Q3 		$28K Hold
100
– – 0.02% 204
2022
Q2 		$24K Hold
100
– – 0.02% 226
2022
Q1 		$28K Hold
100
– – 0.02% 214
2021
Q4 		$30K Hold
100
– – 0.02% 213
2021
Q3 		$32K Hold
100
– – 0.02% 190
2021
Q2 		$25K Hold
100
– – 0.02% 194
2021
Q1 		$19K Hold
100
– – 0.02% 204
2020
Q4 		$16K Hold
100
– – 0.02% 204
2020
Q3 		$13K Hold
100
– – 0.01% 194
2020
Q2 		$12K Hold
100
– – 0.01% 213
2020
Q1 		$10K Buy
+100
New +$13.7K 0.01% 227

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return