RWM
INFO

Ritholtz Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Ritholtz Wealth Management’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
-3,029
Closed -$403K – 630
2021
Q4 		$403K Sell
3,029
-3
-0.1% -$382 0.03% 346
2021
Q3 		$354K Hold
3,032
– – 0.02% 342
2021
Q2 		$342K Buy
3,032
+29
+1% +$3.08K 0.02% 340
2021
Q1 		$291K Sell
3,003
-380
-11% -$34.7K 0.02% 312
2020
Q4 		$304K Buy
3,383
+47
+1% +$4.07K 0.03% 253
2020
Q3 		$262K Buy
+3,336
New +$266K 0.03% 229

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return