AAS
INFA

Avantax Advisory Services’s Informatica INFA Stock Holding History

Avantax Advisory Services’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,996
Closed -$207K – 2287
2024
Q4 		$207K Buy
+7,996
New +$209K ﹤0.01% 2036
2024
Q3 		– Sell
-7,864
Closed -$243K – 2166
2024
Q2 		$243K Buy
+7,864
New +$248K ﹤0.01% 1837

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's INFA Position: Q1 2025 in Review

Avantax Advisory Services sold out of Informatica (INFA) in Q1 2025, closing a stake of 7,996 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in INFA in Q2 2024 and held it in 2 quarters. The position peaked at $243K in Q2 2024. 196 funds tracked by Wall St. Rank hold INFA as of Q1 2025.

  • Avantax Advisory Services reported no remaining Informatica position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,996 Informatica shares in Q1 2025, an estimated $207K.
  • Avantax Advisory Services first reported a position in Informatica in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Informatica position peaked at $243K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Informatica as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.