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Capital Wealth Planning’s Infosys INFY Stock Holding History

Capital Wealth Planning’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
-97,654
Closed -$2.14M – 149
2024
Q4 		$2.14M Buy
+97,654
New +$2.19M 0.02% 70
2023
Q3 		– Sell
-15,064
Closed -$242K – 145
2023
Q2 		$242K Sell
15,064
-8,234
-35% -$129K ﹤0.01% 123
2023
Q1 		$406K Buy
+23,298
New +$424K 0.01% 112

Other funds holding INFY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
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
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
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

Capital Wealth Planning's INFY Position: Q1 2025 in Review

Capital Wealth Planning sold out of Infosys (INFY) in Q1 2025, closing a stake of 97,654 shares — an estimated $2.14M sold.

Capital Wealth Planning first reported a position in INFY in Q1 2023 and held it in 3 quarters. The position peaked at $2.14M in Q4 2024. 472 funds tracked by Wall St. Rank hold INFY as of Q1 2025.

  • Capital Wealth Planning reported no remaining Infosys position as of Q1 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 97,654 Infosys shares in Q1 2025, an estimated $2.14M.
  • Capital Wealth Planning first reported a position in Infosys in Q1 2023 and held it in 3 quarters.
  • Capital Wealth Planning's Infosys position peaked at $2.14M in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Infosys as of Q1 2025.

Based on Capital Wealth Planning's 13F filing for Q1 2025, filed 12 May 2025.