Evolution Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-41	Closed	-$5K	–	673
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	532
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	533
2021 Q1	$4K	Hold	41	–	–	﹤0.01%	581
2020 Q4	$4K	Hold	41	–	–	﹤0.01%	499
2020 Q3	$3K	Hold	41	–	–	﹤0.01%	522
2020 Q2	$3K	Buy	+41	New	+$2.79K	﹤0.01%	460
2020 Q1	–	Sell	-65	Closed	-$5K	–	670
2019 Q4	$5K	Buy	65 +24	+59%	+$1.71K	﹤0.01%	417
2019 Q3	$3K	Hold	41	–	–	﹤0.01%	385
2019 Q2	$3K	Buy	+41	New	+$2.35K	﹤0.01%	374

Other funds holding INFO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Evolution Wealth Advisors's INFO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q4 2021, closing a stake of 41 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in INFO in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 744 funds tracked by Wall St. Rank hold INFO as of Q4 2021.

Evolution Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 41 IHS Markit Ltd. Common Shares shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $5K in Q3 2021.
744 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.