AWM
INFO icon

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

Avior 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
-4
Closed – – 1284
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1267
2021
Q3 		$0 Buy
+4
New +$472 ﹤0.01% 1224
2018
Q2 		– Sell
-2,845
Closed -$137K – 867
2018
Q1 		$137K Buy
2,845
+280
+11% +$13.2K 0.03% 402
2017
Q4 		$116K Buy
+2,565
New +$113K 0.03% 433

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

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

Avior Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 4 shares.

Avior Wealth Management first reported a position in INFO in Q4 2017 and held it in 4 quarters. The position peaked at $137K in Q1 2018. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Avior Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 4 IHS Markit Ltd. Common Shares shares in Q1 2022.
  • Avior Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 4 quarters.
  • Avior Wealth Management's IHS Markit Ltd. Common Shares position peaked at $137K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.