WP
INFO

WealthShield Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

WealthShield Partners’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,765
Closed -$1.03M – 381
2021
Q4 		$1.03M Buy
7,765
+688
+10% +$87.6K 0.17% 126
2021
Q3 		$826K Buy
7,077
+893
+14% +$105K 0.22% 101
2021
Q2 		$697K Buy
6,184
+607
+11% +$64.4K 0.11% 136
2021
Q1 		$540K Buy
5,577
+1,193
+27% +$109K 0.1% 149
2020
Q4 		$394K Buy
4,384
+845
+24% +$73.2K 0.07% 204
2020
Q3 		$278K Buy
+3,539
New +$282K 0.1% 200

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return