SWA
INFO

SFMG Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

SFMG Wealth Advisors’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
-1,562
Closed -$208K – 330
2021
Q4 		$208K Buy
+1,562
New +$199K 0.02% 261

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

SFMG Wealth Advisors's INFO Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 1,562 shares — an estimated $208K sold.

SFMG Wealth Advisors first reported a position in INFO in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • SFMG Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,562 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $208K.
  • SFMG Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $208K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.