BerganKDV Wealth Management’s Infosys INFY Stock Holding History

BerganKDV Wealth Management’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
2020 Q2	–	Sell	-3,590	Closed	-$29K	–	1021
2020 Q1	$29K	Hold	3,590	–	–	0.01%	382
2019 Q4	$37K	Hold	3,590	–	–	0.01%	372
2019 Q3	$41K	Hold	3,590	–	–	0.01%	349
2019 Q2	$38K	Hold	3,590	–	–	0.01%	353
2019 Q1	$39K	Hold	3,590	–	–	0.01%	369
2018 Q4	$34K	Hold	3,590	–	–	0.01%	341
2018 Q3	$37K	Hold	3,590	–	–	0.01%	351
2018 Q2	$35K	Buy	+3,590	New	+$32.1K	0.01%	359

Other funds holding INFY

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

BerganKDV Wealth Management's INFY Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Infosys (INFY) in Q2 2020, closing a stake of 3,590 shares — an estimated $29K sold.

BerganKDV Wealth Management first reported a position in INFY in Q2 2018 and held it in 8 quarters. The position peaked at $41K in Q3 2019. 358 funds tracked by Wall St. Rank hold INFY as of Q2 2020.

BerganKDV Wealth Management reported no remaining Infosys position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 3,590 Infosys shares in Q2 2020, an estimated $29K.
BerganKDV Wealth Management first reported a position in Infosys in Q2 2018 and held it in 8 quarters.
BerganKDV Wealth Management's Infosys position peaked at $41K in Q3 2019.
358 funds tracked by Wall St. Rank held Infosys as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.