SWA
INFO

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

Sutton 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
-54
Closed -$7.18K – 1751
2021
Q4 		$7.18K Buy
54
+3
+6% +$382 ﹤0.01% 1016
2021
Q3 		$5.95K Buy
51
+3
+6% +$354 ﹤0.01% 1030
2021
Q2 		$5.41K Hold
48
– – ﹤0.01% 1032
2021
Q1 		$4.64K Buy
48
+7
+17% +$640 ﹤0.01% 1024
2020
Q4 		$3.68K Buy
41
+20
+95% +$1.73K ﹤0.01% 1026
2020
Q3 		$1.65K Hold
21
– – ﹤0.01% 1088
2020
Q2 		$1.59K Buy
21
+6
+40% +$408 ﹤0.01% 1082
2020
Q1 		$900 Buy
+15
New +$1.08K ﹤0.01% 1106

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