GWM
INFO icon

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

Geneos 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
2021
Q2 		– Sell
-2,655
Closed -$285K – 3187
2021
Q1 		$285K Buy
+2,655
New +$243K 0.01% 830
2020
Q3 		– Sell
-50
Closed -$3K – 2708
2020
Q2 		$3K Hold
50
– – ﹤0.01% 2323
2020
Q1 		$2K Hold
50
– – ﹤0.01% 2321
2019
Q4 		$3K Buy
+50
New +$3.56K ﹤0.01% 2338

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's INFO Position: Q2 2021 in Review

Geneos Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2021, closing a stake of 2,655 shares — an estimated $285K sold.

Geneos Wealth Management first reported a position in INFO in Q4 2019 and held it in 4 quarters. The position peaked at $285K in Q1 2021. 675 funds tracked by Wall St. Rank hold INFO as of Q2 2021.

  • Geneos Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 2,655 IHS Markit Ltd. Common Shares shares in Q2 2021, an estimated $285K.
  • Geneos Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2019 and held it in 4 quarters.
  • Geneos Wealth Management's IHS Markit Ltd. Common Shares position peaked at $285K in Q1 2021.
  • 675 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.