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Glassman Wealth Services’s Infosys INFY Stock Holding History

Glassman Wealth Services’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,972
Closed -$54.6K – 966
2023
Q4 		$54.6K Buy
2,972
+68
+2% +$1.18K 0.01% 432
2023
Q3 		$49.7K Buy
2,904
+499
+21% +$8.51K 0.01% 427
2023
Q2 		$38.6K Sell
2,405
-333
-12% -$5.21K 0.01% 468
2023
Q1 		$47.8K Sell
2,738
-62
-2% -$1.13K 0.01% 418
2022
Q4 		$50.4K Buy
2,800
+578
+26% +$10.8K 0.01% 420
2022
Q3 		$38K Buy
2,222
+163
+8% +$3.05K 0.01% 447
2022
Q2 		$38K Sell
2,059
-102
-5% -$2.03K 0.01% 452
2022
Q1 		$54K Sell
2,161
-52
-2% -$1.23K 0.01% 385
2021
Q4 		$56K Buy
2,213
+905
+69% +$21K 0.01% 346
2021
Q3 		$29K Buy
1,308
+81
+7% +$1.83K 0.01% 481
2021
Q2 		$26K Sell
1,227
-5
-0.4% -$96 0.01% 497
2021
Q1 		$23K Buy
1,232
+42
+4% +$761 ﹤0.01% 493
2020
Q4 		$20K Buy
1,190
+197
+20% +$3.02K ﹤0.01% 522
2020
Q3 		$14K Buy
993
+382
+63% +$4.77K ﹤0.01% 534
2020
Q2 		$6K Buy
+611
New +$5.46K ﹤0.01% 588

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Glassman Wealth Services's INFY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Infosys (INFY) in Q1 2024, closing a stake of 2,972 shares — an estimated $54.6K sold.

Glassman Wealth Services first reported a position in INFY in Q2 2020 and held it in 15 quarters. The position peaked at $56K in Q4 2021. 459 funds tracked by Wall St. Rank hold INFY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Infosys position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,972 Infosys shares in Q1 2024, an estimated $54.6K.
  • Glassman Wealth Services first reported a position in Infosys in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Infosys position peaked at $56K in Q4 2021.
  • 459 funds tracked by Wall St. Rank held Infosys as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.