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Beaumont Financial Advisors’s Infosys INFY Stock Holding History

Beaumont Financial Advisors’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,929
Closed -$219K – 351
2020
Q4 		$219K Sell
12,929
-4,091
-24% -$62.6K 0.02% 314
2020
Q3 		$235K Buy
17,020
+210
+1% +$2.62K 0.02% 286
2020
Q2 		$162K Buy
16,810
+2,688
+19% +$24K 0.02% 272
2020
Q1 		$116K Buy
14,122
+3,300
+30% +$33.2K 0.01% 227
2019
Q4 		$112K Buy
+10,822
New +$109K 0.01% 275

Other funds holding INFY

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Beaumont Financial Advisors's INFY Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Infosys (INFY) in Q1 2021, closing a stake of 12,929 shares — an estimated $219K sold.

Beaumont Financial Advisors first reported a position in INFY in Q4 2019 and held it in 5 quarters. The position peaked at $235K in Q3 2020. 439 funds tracked by Wall St. Rank hold INFY as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Infosys position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 12,929 Infosys shares in Q1 2021, an estimated $219K.
  • Beaumont Financial Advisors first reported a position in Infosys in Q4 2019 and held it in 5 quarters.
  • Beaumont Financial Advisors's Infosys position peaked at $235K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held Infosys as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.