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INFO
Plante Moran Financial Advisors’s
IHS Markit Ltd. Common Shares
INFO
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
INFO Stock Details
INFO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-98
Closed
-$11K
–
1148
2021
Q3
$11K
Sell
98
-202
-67%
-$23.9K
﹤0.01%
684
2021
Q2
$34K
Sell
300
-3
-1%
-$318
0.01%
451
2021
Q1
$29K
Buy
303
+3
+1%
+$274
0.01%
473
2020
Q4
$27K
Hold
300
–
–
0.01%
467
2020
Q3
$24K
Hold
300
–
–
0.01%
463
2020
Q2
$23K
Buy
+300
New
+$20.4K
0.01%
407
2019
Q4
–
Sell
-51
Closed
-$3K
–
940
2019
Q3
$3K
Sell
51
-849
-94%
-$55.5K
﹤0.01%
755
2019
Q2
$57K
Buy
900
+1
+0.1%
+$57
0.02%
315
2019
Q1
$49K
Buy
899
+819
+1,024%
+$42.9K
0.02%
338
2018
Q4
$4K
Buy
+80
New
+$4.09K
﹤0.01%
640
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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