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Regent Peak Wealth Advisors’s Infosys INFY Stock Holding History

Regent Peak Wealth Advisors’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
2025
Q1 		$275K Sell
15,088
-8,261
-35% -$171K 0.07% 127
2024
Q4 		$512K Sell
23,349
-88,591
-79% -$1.98M 0.11% 84
2024
Q3 		$2.49M Sell
111,940
-12,623
-10% -$276K 0.57% 35
2024
Q2 		$2.32M Buy
124,563
+8,470
+7% +$147K 0.53% 44
2024
Q1 		$2.08M Sell
116,093
-7,665
-6% -$149K 0.53% 44
2023
Q4 		$2.27M Buy
123,758
+193
+0.2% +$3.36K 0.62% 41
2023
Q3 		$2.11M Buy
123,565
+1,697
+1% +$28.9K 0.65% 40
2023
Q2 		$1.96M Buy
121,868
+3,202
+3% +$50.1K 0.57% 44
2023
Q1 		$2.07M Buy
118,666
+20,615
+21% +$375K 0.64% 43
2022
Q4 		$1.77M Buy
98,051
+16,289
+20% +$303K 0.58% 42
2022
Q3 		$1.39M Buy
81,762
+991
+1% +$18.5K 0.49% 49
2022
Q2 		$1.5M Buy
80,771
+1,214
+2% +$24.1K 0.49% 48
2022
Q1 		$1.98M Buy
79,557
+3,316
+4% +$78.6K 0.57% 43
2021
Q4 		$1.93M Sell
76,241
-8,956
-11% -$208K 0.52% 43
2021
Q3 		$1.9M Buy
85,197
+1,082
+1% +$24.5K 0.54% 43
2021
Q2 		$1.86M Buy
84,115
+6,483
+8% +$124K 0.52% 46
2021
Q1 		$1.45M Sell
77,632
-2,465
-3% -$44.6K 0.48% 48
2020
Q4 		$1.36M Buy
+80,097
New +$1.23M 0.45% 46
2020
Q2 		– Sell
-107,286
Closed -$880K – 123
2020
Q1 		$880K Buy
107,286
+21,071
+24% +$212K 0.49% 47
2019
Q4 		$889K Buy
+86,215
New +$867K 0.41% 51

Other funds holding INFY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Regent Peak Wealth Advisors's INFY Position: Q1 2025 in Review

Regent Peak Wealth Advisors reduced its Infosys (INFY) stake by 35% in Q1 2025, selling an estimated $171K and leaving 15,088 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #127.

Regent Peak Wealth Advisors first reported a position in INFY in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.49M in Q3 2024. 472 funds tracked by Wall St. Rank hold INFY as of Q1 2025.

  • Regent Peak Wealth Advisors held 15,088 shares of Infosys worth $275K as of Q1 2025.
  • Regent Peak Wealth Advisors sold 8,261 Infosys shares in Q1 2025, an estimated $171K.
  • Infosys made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #127 holding.
  • Regent Peak Wealth Advisors first reported a position in Infosys in Q4 2019 and has held it in 20 quarters since.
  • Regent Peak Wealth Advisors's Infosys position peaked at $2.49M in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Infosys as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.