Bogart Wealth LLC’s Infosys INFY Stock Holding History

Bogart Wealth LLC’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
2025 Q1	–	Sell	-272	Closed	-$5.96K	–	1468
2024 Q4	$5.96K	Hold	272	–	–	﹤0.01%	850
2024 Q3	$6.06K	Hold	272	–	–	﹤0.01%	794
2024 Q2	$5.07K	Sell	272 -247	-48%	-$4.3K	﹤0.01%	785
2024 Q1	$9.31K	Hold	519	–	–	﹤0.01%	663
2023 Q4	$9.54K	Hold	519	–	–	﹤0.01%	637
2023 Q3	$8.88K	Hold	519	–	–	﹤0.01%	617
2023 Q2	$8.34K	Hold	519	–	–	﹤0.01%	619
2023 Q1	$9.05K	Buy	519 +247	+91%	+$4.5K	﹤0.01%	609
2022 Q4	$4.9K	Hold	272	–	–	﹤0.01%	669
2022 Q3	$5K	Hold	272	–	–	﹤0.01%	688
2022 Q2	$5K	Hold	272	–	–	﹤0.01%	642
2022 Q1	$7K	Hold	272	–	–	﹤0.01%	538
2021 Q4	$7K	Hold	272	–	–	﹤0.01%	515
2021 Q3	$6K	Hold	272	–	–	﹤0.01%	520
2021 Q2	$6K	Hold	272	–	–	﹤0.01%	499
2021 Q1	$5K	Hold	272	–	–	﹤0.01%	478
2020 Q4	$4K	Buy	+272	New	+$4.16K	﹤0.01%	381

Other funds holding INFY

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SGA

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

Bogart Wealth LLC's INFY Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Infosys (INFY) in Q1 2025, closing a stake of 272 shares — an estimated $5.96K sold.

Bogart Wealth LLC first reported a position in INFY in Q4 2020 and held it in 17 quarters. The position peaked at $9.54K in Q4 2023. 472 funds tracked by Wall St. Rank hold INFY as of Q1 2025.

Bogart Wealth LLC reported no remaining Infosys position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 272 Infosys shares in Q1 2025, an estimated $5.96K.
Bogart Wealth LLC first reported a position in Infosys in Q4 2020 and held it in 17 quarters.
Bogart Wealth LLC's Infosys position peaked at $9.54K in Q4 2023.
472 funds tracked by Wall St. Rank held Infosys as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.