HFP
INFY icon

Holistic Financial Partners’s Infosys INFY Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-21,512
Closed -$192K – 189
2018
Q1 		$192K Sell
21,512
-4,050
-16% -$35.9K 0.16% 69
2017
Q4 		$207K Buy
+25,562
New +$194K 0.17% 70

Other funds holding INFY

CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Holistic Financial Partners's INFY Position: Q2 2018 in Review

Holistic Financial Partners sold out of Infosys (INFY) in Q2 2018, closing a stake of 21,512 shares — an estimated $192K sold.

Holistic Financial Partners first reported a position in INFY in Q4 2017 and held it in 2 quarters. The position peaked at $207K in Q4 2017. 324 funds tracked by Wall St. Rank hold INFY as of Q2 2018.

  • Holistic Financial Partners reported no remaining Infosys position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 21,512 Infosys shares in Q2 2018, an estimated $192K.
  • Holistic Financial Partners first reported a position in Infosys in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Infosys position peaked at $207K in Q4 2017.
  • 324 funds tracked by Wall St. Rank held Infosys as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.