BWA
INFO

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

BDO 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
-166
Closed -$22K – 1165
2021
Q4 		$22K Buy
166
+26
+19% +$3.31K ﹤0.01% 609
2021
Q3 		$16K Hold
140
– – ﹤0.01% 658
2021
Q2 		$16K Buy
140
+7
+5% +$743 ﹤0.01% 682
2021
Q1 		$13K Buy
133
+93
+233% +$8.5K ﹤0.01% 703
2020
Q4 		$4K Hold
40
– – ﹤0.01% 685
2020
Q3 		$3K Buy
+40
New +$3.19K ﹤0.01% 658

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return