PWM
INFO

Perigon Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-710
Closed -$64K – 1099
2020
Q4 		$64K Buy
+710
New +$61.5K 0.01% 668

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Temasek Holdings
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Perigon Wealth Management's INFO Position: Q1 2021 in Review

Perigon Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2021, closing a stake of 710 shares — an estimated $64K sold.

Perigon Wealth Management first reported a position in INFO in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 659 funds tracked by Wall St. Rank hold INFO as of Q1 2021.

  • Perigon Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 710 IHS Markit Ltd. Common Shares shares in Q1 2021, an estimated $64K.
  • Perigon Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's IHS Markit Ltd. Common Shares position peaked at $64K in Q4 2020.
  • 659 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.