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

SOA 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	-1,489	Closed	-$197K	–	1035
2021 Q4	$197K	Hold	1,489	–	–	0.05%	156
2021 Q3	$173K	Buy	1,489 +3	+0.2%	+$354	0.04%	166
2021 Q2	$167K	Buy	1,486 +807	+119%	+$85.6K	0.04%	170
2021 Q1	$65K	Buy	679 +109	+19%	+$9.97K	0.02%	240
2020 Q4	$52K	Buy	+570	New	+$49.4K	0.01%	259

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

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

SOA Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 1,489 shares — an estimated $197K sold.

SOA Wealth Advisors first reported a position in INFO in Q4 2020 and held it in 5 quarters. The position peaked at $197K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

SOA Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
SOA Wealth Advisors sold 1,489 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $197K.
SOA Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2020 and held it in 5 quarters.
SOA Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $197K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.