TWA
INFO

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

TCI 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
-132
Closed -$18K – 2582
2021
Q4 		$18K Buy
132
+43
+48% +$5.48K ﹤0.01% 772
2021
Q3 		$10K Buy
89
+2
+2% +$236 ﹤0.01% 1134
2021
Q2 		$10K Buy
87
+14
+19% +$1.49K ﹤0.01% 999
2021
Q1 		$7K Buy
73
+63
+630% +$5.76K ﹤0.01% 1104
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1509
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1498
2020
Q2 		$1K Sell
10
-357
-97% -$24.3K ﹤0.01% 1416
2020
Q1 		$22K Sell
367
-357
-49% -$25.7K 0.01% 445
2019
Q4 		$55K Buy
724
+357
+97% +$25.4K 0.02% 366
2019
Q3 		$25K Hold
367
– – 0.01% 452
2019
Q2 		$23K Hold
367
– – 0.01% 448
2019
Q1 		$20K Sell
367
-9
-2% -$471 0.01% 500
2018
Q4 		$18K Buy
376
+9
+2% +$460 0.01% 504
2018
Q3 		$20K Hold
367
– – 0.01% 510
2018
Q2 		$19K Buy
367
+10
+3% +$501 0.01% 503
2018
Q1 		$17K Hold
357
– – 0.01% 523
2017
Q4 		$16K Hold
357
– – 0.01% 540
2017
Q3 		$16K Hold
357
– – 0.01% 509
2017
Q2 		$16K Buy
357
+48
+16% +$2.14K 0.01% 504
2017
Q1 		$13K Buy
309
+116
+60% +$4.59K 0.01% 533
2016
Q4 		$7K Buy
+193
New +$6.93K ﹤0.01% 717

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

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

TCI Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 132 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in INFO in Q4 2016 and held it in 21 quarters. The position peaked at $55K in Q4 2019. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • TCI Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 132 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $18K.
  • TCI Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2016 and held it in 21 quarters.
  • TCI Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $55K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.