MWA
INFO

Meridian Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Meridian Wealth Advisors’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
-18,741
Closed -$2.49M – 221
2021
Q4 		$2.49M Buy
18,741
+1,527
+9% +$194K 0.61% 43
2021
Q3 		$2.01M Buy
17,214
+679
+4% +$80.2K 0.56% 47
2021
Q2 		$1.86M Buy
16,535
+955
+6% +$101K 0.53% 51
2021
Q1 		$1.51M Buy
15,580
+5,294
+51% +$484K 0.5% 55
2020
Q4 		$924K Buy
10,286
+3,416
+50% +$296K 0.34% 67
2020
Q3 		$539K Buy
+6,870
New +$547K 0.23% 93

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