CFGS
INFA

Concourse Financial Group Securities’s Informatica INFA Stock Holding History

Concourse Financial Group Securities’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-194
Closed -$4.84K – 1030
2024
Q4 		$4.84K Buy
194
+4
+2% +$105 ﹤0.01% 1890
2024
Q3 		$4.8K Buy
190
+123
+184% +$3.12K ﹤0.01% 1870
2024
Q2 		$2.07K Buy
67
+40
+148% +$1.26K ﹤0.01% 2037
2024
Q1 		$945 Buy
+27
New +$849 ﹤0.01% 2144

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's INFA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Informatica (INFA) in Q1 2025, closing a stake of 194 shares — an estimated $4.84K sold.

Concourse Financial Group Securities first reported a position in INFA in Q1 2024 and held it in 4 quarters. The position peaked at $4.84K in Q4 2024. 196 funds tracked by Wall St. Rank hold INFA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Informatica position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 194 Informatica shares in Q1 2025, an estimated $4.84K.
  • Concourse Financial Group Securities first reported a position in Informatica in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's Informatica position peaked at $4.84K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Informatica as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.