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Simplicity Wealth’s Infosys INFY Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-29,743
Closed -$554K – 824
2024
Q2 		$554K Buy
29,743
+3,395
+13% +$59.1K 0.01% 712
2024
Q1 		$472K Buy
+26,348
New +$512K 0.01% 759

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Wealth's INFY Position: Q3 2024 in Review

Simplicity Wealth sold out of Infosys (INFY) in Q3 2024, closing a stake of 29,743 shares — an estimated $554K sold.

Simplicity Wealth first reported a position in INFY in Q1 2024 and held it in 2 quarters. The position peaked at $554K in Q2 2024. 468 funds tracked by Wall St. Rank hold INFY as of Q3 2024.

  • Simplicity Wealth reported no remaining Infosys position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 29,743 Infosys shares in Q3 2024, an estimated $554K.
  • Simplicity Wealth first reported a position in Infosys in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Infosys position peaked at $554K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held Infosys as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.