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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 – 300
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return