IWC
INFO

Integrated Wealth Concepts’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Integrated Wealth Concepts’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
2022
Q1 		– Sell
-5,786
Closed -$769K – 1070
2021
Q4 		$769K Buy
5,786
+132
+2% +$16.8K 0.02% 501
2021
Q3 		$659K Buy
+5,654
New +$668K 0.02% 511

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return