BSW Wealth Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

BSW Wealth Partners’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	-2,445	Closed	-$325K	–	309
2021 Q4	$325K	Buy	2,445 +424	+21%	+$54K	0.08%	182
2021 Q3	$236K	Buy	2,021 +114	+6%	+$13.5K	0.07%	219
2021 Q2	$215K	Buy	+1,907	New	+$202K	0.06%	226
2021 Q1	–	Sell	-2,602	Closed	-$234K	–	231
2020 Q4	$234K	Buy	2,602 +15	+0.6%	+$1.3K	0.07%	151
2020 Q3	$203K	Sell	2,587 -440	-15%	-$35K	0.08%	139
2020 Q2	$229K	Buy	+3,027	New	+$206K	0.08%	126

Other funds holding INFO

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

BSW Wealth Partners's INFO Position: Q1 2022 in Review

BSW Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 2,445 shares — an estimated $325K sold.

BSW Wealth Partners first reported a position in INFO in Q2 2020 and held it in 6 quarters. The position peaked at $325K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

BSW Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
BSW Wealth Partners sold 2,445 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $325K.
BSW Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q2 2020 and held it in 6 quarters.
BSW Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $325K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on BSW Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.