AWM
INFO

AE Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

AE Wealth Management’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,246
Closed -$299K – 1854
2021
Q4 		$299K Buy
2,246
+519
+30% +$66.1K ﹤0.01% 1449
2021
Q3 		$201K Buy
+1,727
New +$204K ﹤0.01% 1530

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return