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Engrave Wealth Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-227
Closed -$17K – 459
2020
Q2 		$17K Buy
227
+57
+34% +$3.88K 0.02% 199
2020
Q1 		$10K Sell
170
-255
-60% -$18.4K 0.01% 215
2019
Q4 		$32K Buy
+425
New +$30.2K 0.03% 171

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State Street
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Engrave Wealth Partners's INFO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q3 2020, closing a stake of 227 shares — an estimated $17K sold.

Engrave Wealth Partners first reported a position in INFO in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 618 funds tracked by Wall St. Rank hold INFO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 227 IHS Markit Ltd. Common Shares shares in Q3 2020, an estimated $17K.
  • Engrave Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $32K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.