AWG
INFO

Altus Wealth Group’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-192
Closed -$17K – 836
2020
Q4 		$17K Buy
+192
New +$16.6K 0.02% 410

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Altus Wealth Group's INFO Position: Q1 2021 in Review

Altus Wealth Group sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2021, closing a stake of 192 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in INFO in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 659 funds tracked by Wall St. Rank hold INFO as of Q1 2021.

  • Altus Wealth Group reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 192 IHS Markit Ltd. Common Shares shares in Q1 2021, an estimated $17K.
  • Altus Wealth Group first reported a position in IHS Markit Ltd. Common Shares in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's IHS Markit Ltd. Common Shares position peaked at $17K in Q4 2020.
  • 659 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.