TPWA
INFO

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

TRUE Private 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
2020
Q2 		– Sell
-56
Closed -$3K – 768
2020
Q1 		$3K Hold
56
– – ﹤0.01% 590
2019
Q4 		$4K Buy
+56
New +$3.98K ﹤0.01% 703
2019
Q3 		– Sell
-100
Closed -$6K – 783
2019
Q2 		$6K Buy
+100
New +$5.74K ﹤0.01% 623

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

TRUE Private Wealth Advisors's INFO Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2020, closing a stake of 56 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in INFO in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 587 funds tracked by Wall St. Rank hold INFO as of Q2 2020.

  • TRUE Private Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 56 IHS Markit Ltd. Common Shares shares in Q2 2020, an estimated $3K.
  • TRUE Private Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q2 2019 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $6K in Q2 2019.
  • 587 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.