FWM
INFO

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

Focused 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
-26
Closed -$3K – 1158
2021
Q4 		$3K Buy
26
+15
+136% +$1.91K ﹤0.01% 781
2021
Q3 		$1K Buy
+11
New +$1.3K ﹤0.01% 977
2021
Q2 		– Sell
-1,200
Closed -$116K – 1068
2021
Q1 		$116K Hold
1,200
– – 0.02% 255
2020
Q4 		$108K Sell
1,200
-275
-19% -$23.8K 0.02% 252
2020
Q3 		$116K Sell
1,475
-675
-31% -$53.8K 0.03% 224
2020
Q2 		$162K Hold
2,150
– – 0.04% 154
2020
Q1 		$129K Hold
2,150
– – 0.04% 159
2019
Q4 		$162K Hold
2,150
– – 0.04% 184
2019
Q3 		$144K Buy
+2,150
New +$141K 0.04% 188

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

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

Focused Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 26 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in INFO in Q3 2019 and held it in 9 quarters. The position peaked at $162K in Q2 2020. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Focused Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Focused Wealth Management sold 26 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $3K.
  • Focused Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q3 2019 and held it in 9 quarters.
  • Focused Wealth Management's IHS Markit Ltd. Common Shares position peaked at $162K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.