Jeppson Wealth Management’s Infosys INFY Stock Holding History

Jeppson Wealth Management’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
2020 Q4	–	Sell	-5,950	Closed	-$82K	–	273
2020 Q3	$82K	Buy	+5,950	New	+$74.3K	0.06%	184

Other funds holding INFY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Jeppson Wealth Management's INFY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Infosys (INFY) in Q4 2020, closing a stake of 5,950 shares — an estimated $82K sold.

Jeppson Wealth Management first reported a position in INFY in Q3 2020 and held it in 1 quarter. The position peaked at $82K in Q3 2020. 415 funds tracked by Wall St. Rank hold INFY as of Q4 2020.

Jeppson Wealth Management reported no remaining Infosys position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 5,950 Infosys shares in Q4 2020, an estimated $82K.
Jeppson Wealth Management first reported a position in Infosys in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Infosys position peaked at $82K in Q3 2020.
415 funds tracked by Wall St. Rank held Infosys as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.