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Planned Solutions’s Infosys INFY Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2,700
Closed -$60.1K – 362
2024
Q3 		$60.1K Buy
+2,700
New +$59K 0.02% 282
2024
Q1 		– Sell
-2,700
Closed -$49.6K – 304
2023
Q4 		$49.6K Buy
+2,700
New +$47K 0.02% 284

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planned Solutions's INFY Position: Q4 2024 in Review

Planned Solutions sold out of Infosys (INFY) in Q4 2024, closing a stake of 2,700 shares — an estimated $60.1K sold.

Planned Solutions first reported a position in INFY in Q4 2023 and held it in 2 quarters. The position peaked at $60.1K in Q3 2024. 484 funds tracked by Wall St. Rank hold INFY as of Q4 2024.

  • Planned Solutions reported no remaining Infosys position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,700 Infosys shares in Q4 2024, an estimated $60.1K.
  • Planned Solutions first reported a position in Infosys in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Infosys position peaked at $60.1K in Q3 2024.
  • 484 funds tracked by Wall St. Rank held Infosys as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.