OWP
INFA

ORG Wealth Partners’s Informatica INFA Stock Holding History

ORG Wealth Partners’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
2025
Q1 		– Sell
-1,217
Closed -$31.6K – 784
2024
Q4 		$31.6K Buy
+1,217
New +$31.9K 0.01% 291

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ORG Wealth Partners's INFA Position: Q1 2025 in Review

ORG Wealth Partners sold out of Informatica (INFA) in Q1 2025, closing a stake of 1,217 shares — an estimated $31.6K sold.

ORG Wealth Partners first reported a position in INFA in Q4 2024 and held it in 1 quarter. The position peaked at $31.6K in Q4 2024. 196 funds tracked by Wall St. Rank hold INFA as of Q1 2025.

  • ORG Wealth Partners reported no remaining Informatica position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,217 Informatica shares in Q1 2025, an estimated $31.6K.
  • ORG Wealth Partners first reported a position in Informatica in Q4 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Informatica position peaked at $31.6K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Informatica as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.