Trek Financial’s Infosys INFY Stock Holding History

Trek Financial’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-148,435	Closed	-$3.31M	–	438
2024 Q3	$3.31M	Buy	+148,435	New	+$3.24M	0.25%	107

Other funds holding INFY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trek Financial's INFY Position: Q4 2024 in Review

Trek Financial sold out of Infosys (INFY) in Q4 2024, closing a stake of 148,435 shares — an estimated $3.31M sold.

Trek Financial first reported a position in INFY in Q3 2024 and held it in 1 quarter. The position peaked at $3.31M in Q3 2024. 484 funds tracked by Wall St. Rank hold INFY as of Q4 2024.

Trek Financial reported no remaining Infosys position as of Q4 2024 after selling out during the quarter.
Trek Financial sold 148,435 Infosys shares in Q4 2024, an estimated $3.31M.
Trek Financial first reported a position in Infosys in Q3 2024 and held it in 1 quarter.
Trek Financial's Infosys position peaked at $3.31M in Q3 2024.
484 funds tracked by Wall St. Rank held Infosys as of Q4 2024.

Based on Trek Financial's 13F filing for Q4 2024, filed 13 Feb 2025.