WealthPLAN Partners’s Infosys INFY Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-196	Closed	-$3.15K	–	701
2023 Q2	$3.15K	Sell	196 -1,804	-90%	-$28.2K	﹤0.01%	991
2023 Q1	$34.9K	Buy	+2,000	New	+$36.4K	﹤0.01%	621
2017 Q2	–	Sell	-292	Closed	-$2.24K	–	298
2017 Q1	$2.24K	Buy	+292	New	+$2.18K	0.01%	404
2016 Q3	$12K	Sell	1,500 -1,500	-50%	-$12.4K	﹤0.01%	569
2016 Q2	$13.4K	Buy	+3,000	New	+$28.1K	﹤0.01%	1614

Other funds holding INFY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's INFY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Infosys (INFY) in Q3 2023, closing a stake of 196 shares — an estimated $3.15K sold.

WealthPLAN Partners first reported a position in INFY in Q2 2016 and held it in 5 quarters. The position peaked at $34.9K in Q1 2023. 429 funds tracked by Wall St. Rank hold INFY as of Q3 2023.

WealthPLAN Partners reported no remaining Infosys position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 196 Infosys shares in Q3 2023, an estimated $3.15K.
WealthPLAN Partners first reported a position in Infosys in Q2 2016 and held it in 5 quarters.
WealthPLAN Partners's Infosys position peaked at $34.9K in Q1 2023.
429 funds tracked by Wall St. Rank held Infosys as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.