PWA
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Phoenix Wealth Advisors’s Gartner IT Stock Holding History

Phoenix Wealth Advisors’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
-63
Closed -$19K – 235
2021
Q3 		$19K Hold
63
– – 0.01% 269
2021
Q2 		$16K Hold
63
– – 0.01% 271
2021
Q1 		$12K Hold
63
– – 0.01% 285
2020
Q4 		$10K Buy
+63
New +$9.08K 0.01% 295

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Phoenix Wealth Advisors's IT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Gartner (IT) in Q4 2021, closing a stake of 63 shares — an estimated $19K sold.

Phoenix Wealth Advisors first reported a position in IT in Q4 2020 and held it in 4 quarters. The position peaked at $19K in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 63 Gartner shares in Q4 2021, an estimated $19K.
  • Phoenix Wealth Advisors first reported a position in Gartner in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Gartner position peaked at $19K in Q3 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.