Walled Lake Planning & Wealth Management’s Infosys INFY Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-6,003	Closed	-$134K	–	200
2021 Q3	$134K	Hold	6,003	–	–	0.08%	98
2021 Q2	$127K	Hold	6,003	–	–	0.08%	97
2021 Q1	$112K	Hold	6,003	–	–	0.08%	102
2020 Q4	$102K	Sell	6,003 -1,597	-21%	-$24.4K	0.08%	100
2020 Q3	$105K	Hold	7,600	–	–	0.09%	93
2020 Q2	$73K	Hold	7,600	–	–	0.06%	96
2020 Q1	$62K	Hold	7,600	–	–	0.06%	94
2019 Q4	$78K	Buy	+7,600	New	+$76.5K	0.06%	100

Other funds holding INFY

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Walled Lake Planning & Wealth Management's INFY Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Infosys (INFY) in Q4 2021, closing a stake of 6,003 shares — an estimated $134K sold.

Walled Lake Planning & Wealth Management first reported a position in INFY in Q4 2019 and held it in 8 quarters. The position peaked at $134K in Q3 2021. 494 funds tracked by Wall St. Rank hold INFY as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Infosys position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 6,003 Infosys shares in Q4 2021, an estimated $134K.
Walled Lake Planning & Wealth Management first reported a position in Infosys in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Infosys position peaked at $134K in Q3 2021.
494 funds tracked by Wall St. Rank held Infosys as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.