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Sage Private Wealth Group’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Sage Private Wealth Group’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
-212
Closed -$28K – 184
2021
Q4 		$28K Hold
212
– – 0.03% 103
2021
Q3 		$25K Buy
+212
New +$25K 0.03% 112

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Sage Private Wealth Group's INFO Position: Q1 2022 in Review

Sage Private Wealth Group sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 212 shares — an estimated $28K sold.

Sage Private Wealth Group first reported a position in INFO in Q3 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Sage Private Wealth Group reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 212 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $28K.
  • Sage Private Wealth Group first reported a position in IHS Markit Ltd. Common Shares in Q3 2021 and held it in 2 quarters.
  • Sage Private Wealth Group's IHS Markit Ltd. Common Shares position peaked at $28K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Sage Private Wealth Group's 13F filing for Q1 2022, filed 13 May 2022.