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KCS Wealth Advisory’s Infosys INFY Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$933K Buy
54,546
+2,079
+4% +$35.5K 0.4% 68
2023
Q2 		$843K Sell
52,467
-2,802
-5% -$43.8K 0.29% 83
2023
Q1 		$964K Buy
55,269
+658
+1% +$12K 0.36% 76
2022
Q4 		$984K Sell
54,611
-1,098
-2% -$20.4K 0.41% 67
2022
Q3 		$945K Sell
55,709
-8,319
-13% -$155K 0.44% 70
2022
Q2 		$1.19M Sell
64,028
-600
-0.9% -$11.9K 0.53% 68
2022
Q1 		$1.61M Buy
64,628
+1,763
+3% +$41.8K 0.74% 54
2021
Q4 		$1.59M Buy
62,865
+880
+1% +$20.5K 0.64% 50
2021
Q3 		$1.38M Buy
61,985
+339
+0.5% +$7.66K 0.65% 51
2021
Q2 		$1.31M Buy
61,646
+3,310
+6% +$63.2K 0.61% 55
2021
Q1 		$1.09M Sell
58,336
-12,509
-18% -$227K 0.56% 64
2020
Q4 		$1.2M Buy
70,845
+821
+1% +$12.6K 0.79% 49
2020
Q3 		$967K Sell
70,024
-3,102
-4% -$38.7K 0.77% 50
2020
Q2 		$706K Buy
73,126
+2,375
+3% +$21.2K 0.58% 67
2020
Q1 		$581K Buy
70,751
+384
+0.5% +$3.86K 0.59% 66
2019
Q4 		$726K Buy
70,367
+786
+1% +$7.91K 0.54% 81
2019
Q3 		$791K Buy
69,581
+909
+1% +$10.2K 0.55% 77
2019
Q2 		$735K Buy
68,672
+719
+1% +$7.62K 0.58% 77
2019
Q1 		$743K Sell
67,953
-1,309
-2% -$13.9K 0.65% 72
2018
Q4 		$659K Sell
69,262
-3,345
-5% -$31.9K 0.69% 64
2018
Q3 		$738K Sell
72,607
-255
-0.3% -$2.59K 0.69% 58
2018
Q2 		$708K Sell
72,862
-1,126
-2% -$10.1K 0.66% 61
2018
Q1 		$660K Buy
73,988
+3,680
+5% +$32.6K 0.6% 64
2017
Q4 		$570K Buy
+70,308
New +$535K 0.55% 73

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's INFY Position: Q3 2023 in Review

KCS Wealth Advisory increased its Infosys (INFY) stake by 4% in Q3 2023, buying an estimated $35.5K and bringing the position to 54,546 shares worth $933K. The position accounts for 0.4% of the portfolio, ranked #68.

KCS Wealth Advisory first reported a position in INFY in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.61M in Q1 2022. 427 funds tracked by Wall St. Rank hold INFY as of Q3 2023.

  • KCS Wealth Advisory held 54,546 shares of Infosys worth $933K as of Q3 2023.
  • KCS Wealth Advisory bought 2,079 Infosys shares in Q3 2023, an estimated $35.5K.
  • Infosys made up 0.4% of KCS Wealth Advisory's portfolio in Q3 2023, its #68 holding.
  • KCS Wealth Advisory first reported a position in Infosys in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's Infosys position peaked at $1.61M in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Infosys as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.