OneAscent Wealth Management’s Infosys INFY Stock Holding History

OneAscent 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
2022 Q3	–	Sell	-38,338	Closed	-$710K	–	171
2022 Q2	$710K	Buy	38,338 +1,448	+4%	+$28.8K	0.36%	24
2022 Q1	$918K	Buy	36,890 +7,105	+24%	+$168K	0.46%	27
2021 Q4	$754K	Buy	+29,785	New	+$692K	1.88%	9
2021 Q1	$870K	Sell	46,452 -1,450	-3%	-$26.3K	0.37%	60
2020 Q4	$812K	Buy	+47,902	New	+$733K	0.37%	59

Other funds holding INFY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

OneAscent Wealth Management's INFY Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Infosys (INFY) in Q3 2022, closing a stake of 38,338 shares — an estimated $710K sold.

OneAscent Wealth Management first reported a position in INFY in Q4 2020 and held it in 5 quarters. The position peaked at $918K in Q1 2022. 419 funds tracked by Wall St. Rank hold INFY as of Q3 2022.

OneAscent Wealth Management reported no remaining Infosys position as of Q3 2022 after selling out during the quarter.
OneAscent Wealth Management sold 38,338 Infosys shares in Q3 2022, an estimated $710K.
OneAscent Wealth Management first reported a position in Infosys in Q4 2020 and held it in 5 quarters.
OneAscent Wealth Management's Infosys position peaked at $918K in Q1 2022.
419 funds tracked by Wall St. Rank held Infosys as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.