Polaris Wealth Advisory Group’s Infosys INFY Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q2	–	Sell	-312,962	Closed	-$5.46M	–	169
2023 Q1	$5.46M	Buy	+312,962	New	+$5.7M	0.4%	79
2022 Q3	–	Sell	-287,550	Closed	-$5.32M	–	168
2022 Q2	$5.32M	Sell	287,550 -30,294	-10%	-$602K	0.43%	55
2022 Q1	$7.57M	Buy	+317,844	New	+$7.53M	0.51%	66
2020 Q1	–	Sell	-339,034	Closed	-$3.68M	–	147
2019 Q4	$3.68M	Buy	+339,034	New	+$3.41M	0.25%	76

Other funds holding INFY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Polaris Wealth Advisory Group's INFY Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Infosys (INFY) in Q2 2023, closing a stake of 312,962 shares — an estimated $5.46M sold.

Polaris Wealth Advisory Group first reported a position in INFY in Q4 2019 and held it in 4 quarters. The position peaked at $7.57M in Q1 2022. 432 funds tracked by Wall St. Rank hold INFY as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Infosys position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 312,962 Infosys shares in Q2 2023, an estimated $5.46M.
Polaris Wealth Advisory Group first reported a position in Infosys in Q4 2019 and held it in 4 quarters.
Polaris Wealth Advisory Group's Infosys position peaked at $7.57M in Q1 2022.
432 funds tracked by Wall St. Rank held Infosys as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.