Crewe Advisors’s Informatica INFA Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-201	Closed	-$4.99K	–	1111
2025 Q3	$4.99K	Buy	+201	New	+$4.96K	﹤0.01%	731

Other funds holding INFA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crewe Advisors's INFA Position: Q4 2025 in Review

Crewe Advisors sold out of Informatica (INFA) in Q4 2025, closing a stake of 201 shares — an estimated $4.99K sold.

Crewe Advisors first reported a position in INFA in Q3 2025 and held it in 1 quarter. The position peaked at $4.99K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Crewe Advisors reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 201 Informatica shares in Q4 2025, an estimated $4.99K.
Crewe Advisors first reported a position in Informatica in Q3 2025 and held it in 1 quarter.
Crewe Advisors's Informatica position peaked at $4.99K in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.