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Concord Wealth Partners’s Infosys INFY Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-2,311
Closed -$58K – 1298
2022
Q1 		$58K Hold
2,311
– – 0.02% 402
2021
Q4 		$58K Buy
2,311
+1,952
+544% +$45.4K 0.01% 428
2021
Q3 		$8K Sell
359
-1,924
-84% -$43.5K ﹤0.01% 503
2021
Q2 		$48K Sell
2,283
-193
-8% -$3.69K 0.01% 362
2021
Q1 		$46K Buy
+2,476
New +$44.8K 0.02% 352

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Concord Wealth Partners's INFY Position: Q2 2022 in Review

Concord Wealth Partners sold out of Infosys (INFY) in Q2 2022, closing a stake of 2,311 shares — an estimated $58K sold.

Concord Wealth Partners first reported a position in INFY in Q1 2021 and held it in 5 quarters. The position peaked at $58K in Q1 2022. 461 funds tracked by Wall St. Rank hold INFY as of Q2 2022.

  • Concord Wealth Partners reported no remaining Infosys position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 2,311 Infosys shares in Q2 2022, an estimated $58K.
  • Concord Wealth Partners first reported a position in Infosys in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Infosys position peaked at $58K in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Infosys as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.