AWM
INFA

Avior Wealth Management’s Informatica INFA Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-24
Closed -$606 – 2510
2024
Q3 		$606 Sell
24
-44
-65% -$1.11K ﹤0.01% 2147
2024
Q2 		$2.1K Buy
+68
New +$2.14K ﹤0.01% 1935

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 $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's INFA Position: Q4 2024 in Review

Avior Wealth Management sold out of Informatica (INFA) in Q4 2024, closing a stake of 24 shares — an estimated $606 sold.

Avior Wealth Management first reported a position in INFA in Q2 2024 and held it in 2 quarters. The position peaked at $2.1K in Q2 2024. 216 funds tracked by Wall St. Rank hold INFA as of Q4 2024.

  • Avior Wealth Management reported no remaining Informatica position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 24 Informatica shares in Q4 2024, an estimated $606.
  • Avior Wealth Management first reported a position in Informatica in Q2 2024 and held it in 2 quarters.
  • Avior Wealth Management's Informatica position peaked at $2.1K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Informatica as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.