WCG Wealth Advisors’s Infosys INFY Stock Holding History

WCG Wealth Advisors’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
2023 Q4	–	Sell	-19,980	Closed	-$342K	–	305
2023 Q3	$342K	Sell	19,980 -52	-0.3%	-$887	0.03%	258
2023 Q2	$322K	Buy	+20,032	New	+$313K	0.04%	148

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors's INFY Position: Q4 2023 in Review

WCG Wealth Advisors sold out of Infosys (INFY) in Q4 2023, closing a stake of 19,980 shares — an estimated $342K sold.

WCG Wealth Advisors first reported a position in INFY in Q2 2023 and held it in 2 quarters. The position peaked at $342K in Q3 2023. 458 funds tracked by Wall St. Rank hold INFY as of Q4 2023.

WCG Wealth Advisors reported no remaining Infosys position as of Q4 2023 after selling out during the quarter.
WCG Wealth Advisors sold 19,980 Infosys shares in Q4 2023, an estimated $342K.
WCG Wealth Advisors first reported a position in Infosys in Q2 2023 and held it in 2 quarters.
WCG Wealth Advisors's Infosys position peaked at $342K in Q3 2023.
458 funds tracked by Wall St. Rank held Infosys as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.