SWA
INFO

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 – 1041
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 $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return