IWP
INFO

Icon Wealth Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,068
Closed -$58K – 844
2019
Q1 		$58K Buy
+1,068
New +$55.9K 0.02% 330
2018
Q3 		– Sell
-1,134
Closed -$59K – 775
2018
Q2 		$59K Buy
+1,134
New +$56.8K 0.02% 344
2018
Q1 		– Sell
-1,113
Closed -$50K – 793
2017
Q4 		$50K Buy
+1,113
New +$49.1K 0.02% 420

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Icon Wealth Partners's INFO Position: Q2 2019 in Review

Icon Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2019, closing a stake of 1,068 shares — an estimated $58K sold.

Icon Wealth Partners first reported a position in INFO in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q2 2018. 494 funds tracked by Wall St. Rank hold INFO as of Q2 2019.

  • Icon Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,068 IHS Markit Ltd. Common Shares shares in Q2 2019, an estimated $58K.
  • Icon Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $59K in Q2 2018.
  • 494 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.