MWM
INFA

Meridian Wealth Management’s Informatica INFA Stock Holding History

Meridian Wealth Management’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,557
Closed -$215K – 346
2023
Q4 		$215K Buy
+7,557
New +$182K 0.01% 555

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meridian Wealth Management's INFA Position: Q1 2024 in Review

Meridian Wealth Management sold out of Informatica (INFA) in Q1 2024, closing a stake of 7,557 shares — an estimated $215K sold.

Meridian Wealth Management first reported a position in INFA in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 183 funds tracked by Wall St. Rank hold INFA as of Q1 2024.

  • Meridian Wealth Management reported no remaining Informatica position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 7,557 Informatica shares in Q1 2024, an estimated $215K.
  • Meridian Wealth Management first reported a position in Informatica in Q4 2023 and held it in 1 quarter.
  • Meridian Wealth Management's Informatica position peaked at $215K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Informatica as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.