GWS
INFO

Glassman Wealth Services’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Glassman Wealth Services’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
-401
Closed -$53K – 2069
2021
Q4 		$53K Buy
401
+47
+13% +$5.99K 0.01% 364
2021
Q3 		$41K Buy
354
+26
+8% +$3.07K 0.01% 406
2021
Q2 		$37K Buy
328
+26
+9% +$2.76K 0.01% 415
2021
Q1 		$29K Buy
302
+22
+8% +$2.01K 0.01% 437
2020
Q4 		$25K Buy
280
+32
+13% +$2.77K 0.01% 477
2020
Q3 		$19K Buy
248
+91
+58% +$7.25K 0.01% 463
2020
Q2 		$12K Buy
157
+117
+293% +$7.96K ﹤0.01% 467
2020
Q1 		$2K Buy
40
+9
+29% +$648 ﹤0.01% 780
2019
Q4 		$2K Buy
31
+24
+343% +$1.71K ﹤0.01% 822
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1487
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1478
2019
Q1 		$0 Buy
7
+4
+133% +$209 ﹤0.01% 1255
2018
Q4 		$0 Sell
3
-79
-96% -$4.04K ﹤0.01% 1041
2018
Q3 		$4K Hold
82
– – ﹤0.01% 515
2018
Q2 		$4K Hold
82
– – ﹤0.01% 478
2018
Q1 		$4K Hold
82
– – ﹤0.01% 466
2017
Q4 		$4K Buy
+82
New +$3.62K ﹤0.01% 444

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

Glassman Wealth Services's INFO Position: Q1 2022 in Review

Glassman Wealth Services sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 401 shares — an estimated $53K sold.

Glassman Wealth Services first reported a position in INFO in Q4 2017 and held it in 17 quarters. The position peaked at $53K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Glassman Wealth Services reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 401 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $53K.
  • Glassman Wealth Services first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 17 quarters.
  • Glassman Wealth Services's IHS Markit Ltd. Common Shares position peaked at $53K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.