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Wambolt & Associates’s Infosys INFY Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-11,399
Closed -$200K – 211
2024
Q1 		$200K Sell
11,399
-7,330
-39% -$142K 0.06% 216
2023
Q4 		$344K Sell
18,729
-10,100
-35% -$176K 0.11% 190
2023
Q3 		$495K Buy
28,829
+975
+4% +$16.6K 0.18% 161
2023
Q2 		$448K Buy
27,854
+5,854
+27% +$91.5K 0.16% 173
2023
Q1 		$383K Buy
22,000
+1,389
+7% +$25.3K 0.14% 184
2022
Q4 		$371K Buy
20,611
+191
+0.9% +$3.55K 0.14% 179
2022
Q3 		$347K Buy
20,420
+2,542
+14% +$47.5K 0.15% 173
2022
Q2 		$331K Buy
17,878
+6,990
+64% +$139K 0.13% 179
2022
Q1 		$268K Buy
+10,888
New +$258K 0.1% 209

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wambolt & Associates's INFY Position: Q2 2024 in Review

Wambolt & Associates sold out of Infosys (INFY) in Q2 2024, closing a stake of 11,399 shares — an estimated $200K sold.

Wambolt & Associates first reported a position in INFY in Q1 2022 and held it in 9 quarters. The position peaked at $495K in Q3 2023. 427 funds tracked by Wall St. Rank hold INFY as of Q2 2024.

  • Wambolt & Associates reported no remaining Infosys position as of Q2 2024 after selling out during the quarter.
  • Wambolt & Associates sold 11,399 Infosys shares in Q2 2024, an estimated $200K.
  • Wambolt & Associates first reported a position in Infosys in Q1 2022 and held it in 9 quarters.
  • Wambolt & Associates's Infosys position peaked at $495K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held Infosys as of Q2 2024.

Based on Wambolt & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.