Carolinas Wealth Consulting’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Carolinas Wealth Consulting’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	-23	Closed	-$3K	–	1043
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	801
2021 Q3	$3K	Sell	23 -12	-34%	-$1.42K	﹤0.01%	767
2021 Q2	$4K	Sell	35 -29	-45%	-$3.08K	﹤0.01%	745
2021 Q1	$6K	Hold	64	–	–	﹤0.01%	692
2020 Q4	$6K	Buy	64 +1	+2%	+$87	﹤0.01%	638
2020 Q3	$5K	Buy	+63	New	+$5.02K	﹤0.01%	580

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

Carolinas Wealth Consulting's INFO Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 23 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in INFO in Q3 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Carolinas Wealth Consulting reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 23 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $3K.
Carolinas Wealth Consulting first reported a position in IHS Markit Ltd. Common Shares in Q3 2020 and held it in 6 quarters.
Carolinas Wealth Consulting's IHS Markit Ltd. Common Shares position peaked at $6K in Q1 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.