Personal Wealth Partners’s Gartner IT Stock Holding History

Personal Wealth 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
2020 Q1	–	Sell	-3	Closed	–	–	315
2019 Q4	$0	Hold	3	–	–	﹤0.01%	592
2019 Q3	$0	Buy	+3	New	+$436	﹤0.01%	599

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Personal Wealth Partners's IT Position: Q1 2020 in Review

Personal Wealth Partners sold out of Gartner (IT) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in IT in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 455 funds tracked by Wall St. Rank hold IT as of Q1 2020.

Personal Wealth Partners reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Gartner shares in Q1 2020.
Personal Wealth Partners first reported a position in Gartner in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Gartner position peaked at $0 in Q4 2019.
455 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.