Wealthcare Advisory Partners’s Gartner IT Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-28	Closed	-$5K	–	1204
2021 Q1	$5K	Buy	+28	New	+$4.87K	﹤0.01%	1651
2020 Q2	–	Sell	-28	Closed	-$3K	–	858
2020 Q1	$3K	Hold	28	–	–	﹤0.01%	1234
2019 Q4	$4K	Hold	28	–	–	﹤0.01%	1154
2019 Q3	$4K	Buy	+28	New	+$4.07K	﹤0.01%	1110
2018 Q1	–	Sell	-1	Closed	–	–	1167
2017 Q4	$0	Buy	+1	New	+$121	﹤0.01%	1132

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthcare Advisory Partners's IT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Gartner (IT) in Q2 2021, closing a stake of 28 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in IT in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 28 Gartner shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Gartner in Q4 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Gartner position peaked at $5K in Q1 2021.
609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.