AWM
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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 $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

AE Wealth Management's INFO Position: Q1 2022 in Review

AE Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 2,246 shares — an estimated $299K sold.

AE Wealth Management first reported a position in INFO in Q3 2021 and held it in 2 quarters. The position peaked at $299K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • AE Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 2,246 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $299K.
  • AE Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q3 2021 and held it in 2 quarters.
  • AE Wealth Management's IHS Markit Ltd. Common Shares position peaked at $299K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.