PWPS
INFO

Pinnacle Wealth Planning Services’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Pinnacle Wealth Planning Services’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
-4,201
Closed -$559K – 492
2021
Q4 		$559K Buy
4,201
+241
+6% +$30.7K 0.11% 144
2021
Q3 		$462K Buy
3,960
+1
+0% +$118 0.1% 156
2021
Q2 		$446K Sell
3,959
-26
-0.7% -$2.76K 0.1% 158
2021
Q1 		$386K Sell
3,985
-27
-0.7% -$2.47K 0.1% 172
2020
Q4 		$360K Sell
4,012
-93
-2% -$8.06K 0.09% 160
2020
Q3 		$322K Buy
4,105
+169
+4% +$13.5K 0.11% 153
2020
Q2 		$298K Buy
3,936
+398
+11% +$27.1K 0.1% 162
2020
Q1 		$211K Buy
3,538
+306
+9% +$22K 0.1% 182
2019
Q4 		$243K Buy
3,232
+140
+5% +$9.96K 0.11% 181
2019
Q3 		$206K Buy
+3,092
New +$202K 0.11% 178

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's INFO Position: Q1 2022 in Review

Pinnacle Wealth Planning Services sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 4,201 shares — an estimated $559K sold.

Pinnacle Wealth Planning Services first reported a position in INFO in Q3 2019 and held it in 10 quarters. The position peaked at $559K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Pinnacle Wealth Planning Services reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4,201 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $559K.
  • Pinnacle Wealth Planning Services first reported a position in IHS Markit Ltd. Common Shares in Q3 2019 and held it in 10 quarters.
  • Pinnacle Wealth Planning Services's IHS Markit Ltd. Common Shares position peaked at $559K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2022, filed 20 Apr 2022.