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Wealthspire Advisors (Maryland)’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,552
Closed -$84K – 2308
2019
Q1 		$84K Sell
1,552
-36
-2% -$1.88K 0.01% 706
2018
Q4 		$76K Buy
1,588
+113
+8% +$5.78K 0.01% 702
2018
Q3 		$80K Buy
1,475
+29
+2% +$1.56K 0.01% 782
2018
Q2 		$75K Buy
1,446
+33
+2% +$1.65K 0.01% 817
2018
Q1 		$68K Buy
1,413
+226
+19% +$10.7K 0.01% 873
2017
Q4 		$54K Sell
1,187
-60
-5% -$2.65K 0.01% 975
2017
Q3 		$55K Buy
1,247
+52
+4% +$2.4K 0.01% 943
2017
Q2 		$53K Buy
1,195
+180
+18% +$8.02K 0.01% 934
2017
Q1 		$43K Sell
1,015
-160
-14% -$6.33K 0.01% 844
2016
Q4 		$42K Buy
+1,175
New +$42.2K 0.01% 822

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INFO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2019, closing a stake of 1,552 shares — an estimated $84K sold.

Wealthspire Advisors (Maryland) first reported a position in INFO in Q4 2016 and held it in 10 quarters. The position peaked at $84K in Q1 2019. 494 funds tracked by Wall St. Rank hold INFO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,552 IHS Markit Ltd. Common Shares shares in Q2 2019, an estimated $84K.
  • Wealthspire Advisors (Maryland) first reported a position in IHS Markit Ltd. Common Shares in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s IHS Markit Ltd. Common Shares position peaked at $84K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.