EverSource Wealth Advisors’s Informatica INFA Stock Holding History

EverSource Wealth 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	-1,574	Closed	-$39.1K	–	4344
2025 Q3	$39.1K	Buy	1,574 +705	+81%	+$17.4K	﹤0.01%	1886
2025 Q2	$21.2K	Buy	869 +475	+121%	+$9.8K	﹤0.01%	2248
2025 Q1	$6.88K	Sell	394 -275	-41%	-$6.03K	﹤0.01%	2337
2024 Q4	$17.3K	Buy	+669	New	+$17.5K	﹤0.01%	1705
2024 Q2	–	Sell	-6	Closed	-$186	–	3104
2024 Q1	$186	Buy	+6	New	+$189	﹤0.01%	2803

Other funds holding INFA

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

EverSource Wealth Advisors's INFA Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Informatica (INFA) in Q4 2025, closing a stake of 1,574 shares — an estimated $39.1K sold.

EverSource Wealth Advisors first reported a position in INFA in Q1 2024 and held it in 5 quarters. The position peaked at $39.1K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

EverSource Wealth Advisors reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1,574 Informatica shares in Q4 2025, an estimated $39.1K.
EverSource Wealth Advisors first reported a position in Informatica in Q1 2024 and held it in 5 quarters.
EverSource Wealth Advisors's Informatica position peaked at $39.1K in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.