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

Selective 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	-27	Closed	-$4K	–	813
2021 Q4	$4K	Hold	27	–	–	﹤0.01%	574
2021 Q3	$3K	Hold	27	–	–	﹤0.01%	532
2021 Q2	$3K	Buy	+27	New	+$2.87K	﹤0.01%	450

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Selective Wealth Management's INFO Position: Q1 2022 in Review

Selective Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 27 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in INFO in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Selective Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 27 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $4K.
Selective Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q2 2021 and held it in 3 quarters.
Selective Wealth Management's IHS Markit Ltd. Common Shares position peaked at $4K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.