BRWA
INFO

B. Riley Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

B. Riley Wealth Advisors’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
-3,219
Closed -$428K – 1541
2021
Q4 		$428K Buy
3,219
+24
+0.8% +$3.06K 0.01% 903
2021
Q3 		$373K Sell
3,195
-457
-13% -$54K 0.01% 928
2021
Q2 		$412K Buy
3,652
+113
+3% +$12K 0.01% 864
2021
Q1 		$344K Sell
3,539
-268
-7% -$24.5K 0.01% 925
2020
Q4 		$344K Sell
3,807
-109
-3% -$9.44K 0.02% 682
2020
Q3 		$309K Buy
3,916
+114
+3% +$9.08K 0.02% 709
2020
Q2 		$289K Sell
3,802
-45
-1% -$3.06K 0.02% 645
2020
Q1 		$233K Buy
3,847
+454
+13% +$32.7K 0.02% 618
2019
Q4 		$257K Buy
+3,393
New +$241K 0.02% 666
2019
Q3 		– Sell
-5,857
Closed -$375K – 865
2019
Q2 		$375K Buy
+5,857
New +$336K 0.04% 483

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

B. Riley Wealth Advisors's INFO Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 3,219 shares — an estimated $428K sold.

B. Riley Wealth Advisors first reported a position in INFO in Q2 2019 and held it in 10 quarters. The position peaked at $428K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,219 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $428K.
  • B. Riley Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q2 2019 and held it in 10 quarters.
  • B. Riley Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $428K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.