Congress Wealth Management
INFO icon

Congress Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Congress Wealth Management’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
-96,736
Closed -$12.9M – 654
2021
Q4 		$12.9M Buy
+96,736
New +$12.3M 0.26% 106

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
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Congress Wealth Management's INFO Position: Q1 2022 in Review

Congress Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 96,736 shares — an estimated $12.9M sold.

Congress Wealth Management first reported a position in INFO in Q4 2021 and held it in 1 quarter. The position peaked at $12.9M in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Congress Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 96,736 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $12.9M.
  • Congress Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's IHS Markit Ltd. Common Shares position peaked at $12.9M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.