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

Curi 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	-4,301	Closed	-$571K	–	686
2021 Q4	$571K	Hold	4,301	–	–	0.1%	64
2021 Q3	$501K	Sell	4,301 -384	-8%	-$45.3K	0.23%	40
2021 Q2	$527K	Hold	4,685	–	–	0.26%	40
2021 Q1	$453K	Hold	4,685	–	–	0.29%	42
2020 Q4	$420K	Buy	+4,685	New	+$406K	0.3%	39

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

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

Curi Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 4,301 shares — an estimated $571K sold.

Curi Wealth Management first reported a position in INFO in Q4 2020 and held it in 5 quarters. The position peaked at $571K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Curi Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 4,301 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $571K.
Curi Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's IHS Markit Ltd. Common Shares position peaked at $571K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.