BWM
INFO

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

BerganKDV 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
2022
Q1 		– Sell
-90
Closed -$12K – 1133
2021
Q4 		$12K Buy
90
+32
+55% +$4.08K ﹤0.01% 639
2021
Q3 		$7K Buy
58
+42
+263% +$4.96K ﹤0.01% 711
2021
Q2 		$2K Hold
16
– – ﹤0.01% 869
2021
Q1 		$2K Hold
16
– – ﹤0.01% 822
2020
Q4 		$1K Hold
16
– – ﹤0.01% 922
2020
Q3 		$1K Hold
16
– – ﹤0.01% 890
2020
Q2 		$1K Buy
+16
New +$1.09K ﹤0.01% 933

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