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HHM Wealth Advisors’s Infosys INFY Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-679
Closed -$12.2K – 819
2024
Q1 		$12.2K Hold
679
– – ﹤0.01% 489
2023
Q4 		$12.5K Hold
679
– – ﹤0.01% 484
2023
Q3 		$11.6K Sell
679
-123
-15% -$2.1K ﹤0.01% 480
2023
Q2 		$12.9K Buy
802
+136
+20% +$2.13K ﹤0.01% 482
2023
Q1 		$11.6K Hold
666
– – ﹤0.01% 490
2022
Q4 		$12K Hold
666
– – ﹤0.01% 428
2022
Q3 		$11K Hold
666
– – ﹤0.01% 424
2022
Q2 		$0 Buy
+666
New +$13.2K ﹤0.01% 813

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HHM Wealth Advisors's INFY Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Infosys (INFY) in Q2 2024, closing a stake of 679 shares — an estimated $12.2K sold.

HHM Wealth Advisors first reported a position in INFY in Q2 2022 and held it in 8 quarters. The position peaked at $12.9K in Q2 2023. 427 funds tracked by Wall St. Rank hold INFY as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Infosys position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 679 Infosys shares in Q2 2024, an estimated $12.2K.
  • HHM Wealth Advisors first reported a position in Infosys in Q2 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's Infosys position peaked at $12.9K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Infosys as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.