CWP
INFO

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

CFM 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
-2,329
Closed -$303K – 188
2021
Q4 		$303K Hold
2,329
– – 0.07% 146
2021
Q3 		$271K Hold
2,329
– – 0.07% 152
2021
Q2 		$262K Buy
2,329
+4
+0.2% +$424 0.07% 148
2021
Q1 		$225K Sell
2,325
-183
-7% -$16.7K 0.07% 151
2020
Q4 		$225K Sell
2,508
-51
-2% -$4.42K 0.07% 146
2020
Q3 		$200K Hold
2,559
– – 0.07% 145
2020
Q2 		$193K Sell
2,559
-174
-6% -$11.8K 0.07% 149
2020
Q1 		$164K Buy
+2,733
New +$197K 0.08% 153

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