AWM
INFO

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

Avitas 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
2021
Q1 		– Sell
-28,409
Closed -$2.55M – 230
2020
Q4 		$2.55M Buy
28,409
+7,099
+33% +$615K 0.52% 75
2020
Q3 		$1.67M Buy
21,310
+166
+0.8% +$13.2K 0.47% 86
2020
Q2 		$1.6M Buy
+21,144
New +$1.44M 0.53% 69

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Avitas Wealth Management's INFO Position: Q1 2021 in Review

Avitas Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2021, closing a stake of 28,409 shares — an estimated $2.55M sold.

Avitas Wealth Management first reported a position in INFO in Q2 2020 and held it in 3 quarters. The position peaked at $2.55M in Q4 2020. 660 funds tracked by Wall St. Rank hold INFO as of Q1 2021.

  • Avitas Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 28,409 IHS Markit Ltd. Common Shares shares in Q1 2021, an estimated $2.55M.
  • Avitas Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q2 2020 and held it in 3 quarters.
  • Avitas Wealth Management's IHS Markit Ltd. Common Shares position peaked at $2.55M in Q4 2020.
  • 660 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.