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Heritage Wealth Management (Arizona)’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		$332K Sell
2,843
-4,715
-62% -$557K 0.12% 140
2021
Q2 		$851K Buy
+7,558
New +$802K 0.32% 63

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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
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 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
HBK Investments
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s INFO Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its IHS Markit Ltd. Common Shares (INFO) stake by 62% in Q3 2021, selling an estimated $557K and leaving 2,843 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #140.

Heritage Wealth Management (Arizona) first reported a position in INFO in Q2 2021 and has held it in 2 quarters since. The position peaked at $851K in Q2 2021. 677 funds tracked by Wall St. Rank hold INFO as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,843 shares of IHS Markit Ltd. Common Shares worth $332K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 4,715 IHS Markit Ltd. Common Shares shares in Q3 2021, an estimated $557K.
  • IHS Markit Ltd. Common Shares made up 0.12% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #140 holding.
  • Heritage Wealth Management (Arizona) first reported a position in IHS Markit Ltd. Common Shares in Q2 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s IHS Markit Ltd. Common Shares position peaked at $851K in Q2 2021.
  • 677 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.