FWM
INFA

FSR Wealth Management’s Informatica INFA Stock Holding History

FSR Wealth Management’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
Q1 		– Sell
-7,894
Closed -$205K – 43
2024
Q4 		$205K Buy
+7,894
New +$207K 0.26% 40

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSR Wealth Management's INFA Position: Q1 2025 in Review

FSR Wealth Management sold out of Informatica (INFA) in Q1 2025, closing a stake of 7,894 shares — an estimated $205K sold.

FSR Wealth Management first reported a position in INFA in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 196 funds tracked by Wall St. Rank hold INFA as of Q1 2025.

  • FSR Wealth Management reported no remaining Informatica position as of Q1 2025 after selling out during the quarter.
  • FSR Wealth Management sold 7,894 Informatica shares in Q1 2025, an estimated $205K.
  • FSR Wealth Management first reported a position in Informatica in Q4 2024 and held it in 1 quarter.
  • FSR Wealth Management's Informatica position peaked at $205K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Informatica as of Q1 2025.

Based on FSR Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.