BWP
INFO

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 $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