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

Avion Wealth’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
-310
Closed -$41K – 441
2021
Q4 		$41K Sell
310
-348
-53% -$44.3K 0.01% 139
2021
Q3 		$77K Hold
658
– – 0.02% 95
2021
Q2 		$74K Hold
658
– – 0.02% 104
2021
Q1 		$64K Hold
658
– – 0.02% 107
2020
Q4 		$59K Buy
+658
New +$57K 0.02% 114

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

Avion Wealth's INFO Position: Q1 2022 in Review

Avion Wealth sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 310 shares — an estimated $41K sold.

Avion Wealth first reported a position in INFO in Q4 2020 and held it in 5 quarters. The position peaked at $77K in Q3 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Avion Wealth reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Avion Wealth sold 310 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $41K.
  • Avion Wealth first reported a position in IHS Markit Ltd. Common Shares in Q4 2020 and held it in 5 quarters.
  • Avion Wealth's IHS Markit Ltd. Common Shares position peaked at $77K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Avion Wealth's 13F filing for Q1 2022, filed 4 May 2022.