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INFO

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

Transform Wealth’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
-1,605
Closed -$213K – 236
2021
Q4 		$213K Sell
1,605
-119
-7% -$15.2K 0.02% 213
2021
Q3 		$201K Sell
1,724
-176
-9% -$20.8K 0.02% 216
2021
Q2 		$214K Buy
+1,900
New +$202K 0.03% 217

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