Integrated Wealth Concepts
INFO icon

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 $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Integrated Wealth Concepts's INFO Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 5,786 shares — an estimated $769K sold.

Integrated Wealth Concepts first reported a position in INFO in Q3 2021 and held it in 2 quarters. The position peaked at $769K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,786 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $769K.
  • Integrated Wealth Concepts first reported a position in IHS Markit Ltd. Common Shares in Q3 2021 and held it in 2 quarters.
  • Integrated Wealth Concepts's IHS Markit Ltd. Common Shares position peaked at $769K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.