BCWM
IFX

Bartlett & Co Wealth Management’s INFINEON TECH AG ADS(REP1 ORD) IFX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IFX Stock Details IFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-51
Closed -$2.04K – 1099
2021
Q2 		$2.04K Sell
51
-2,245
-98% -$90K ﹤0.01% 849
2021
Q1 		$97.8K Hold
2,296
– – ﹤0.01% 421
2020
Q4 		$88.5K Sell
2,296
-1,204
-34% -$46.4K ﹤0.01% 434
2020
Q3 		$98.8K Hold
3,500
– – ﹤0.01% 387
2020
Q2 		$82.3K Hold
3,500
– – ﹤0.01% 409
2020
Q1 		$50.8K Hold
3,500
– – ﹤0.01% 457
2019
Q4 		$78.4K Hold
3,500
– – ﹤0.01% 442
2019
Q3 		$63K Buy
3,500
+250
+8% +$4.5K ﹤0.01% 482
2019
Q2 		$57.2K Hold
3,250
– – ﹤0.01% 416
2019
Q1 		$64.5K Hold
3,250
– – ﹤0.01% 382
2018
Q4 		$65K Hold
3,250
– – ﹤0.01% 368
2018
Q3 		$73.8K Hold
3,250
– – ﹤0.01% 372
2018
Q2 		$83.1K Hold
3,250
– – ﹤0.01% 345
2018
Q1 		$87.7K Buy
+3,250
New +$87.7K ﹤0.01% 341

Other funds holding IFX

JWBC
John W. Bristol & Co New York $6.76B AUM 18.39% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bartlett & Co Wealth Management's IFX Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of INFINEON TECH AG ADS(REP1 ORD) (IFX) in Q3 2021, closing a stake of 51 shares — an estimated $2.04K sold.

Bartlett & Co Wealth Management first reported a position in IFX in Q1 2018 and held it in 14 quarters. The position peaked at $98.8K in Q3 2020. 25 funds tracked by Wall St. Rank hold IFX as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining INFINEON TECH AG ADS(REP1 ORD) position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 51 INFINEON TECH AG ADS(REP1 ORD) shares in Q3 2021, an estimated $2.04K.
  • Bartlett & Co Wealth Management first reported a position in INFINEON TECH AG ADS(REP1 ORD) in Q1 2018 and held it in 14 quarters.
  • Bartlett & Co Wealth Management's INFINEON TECH AG ADS(REP1 ORD) position peaked at $98.8K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held INFINEON TECH AG ADS(REP1 ORD) as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.