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Wealthspire Advisors (Maryland)’s Infosys INFY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-150
Closed -$2K – 1194
2019
Q1 		$2K Buy
+150
New +$1.59K ﹤0.01% 2163
2018
Q4 		– Sell
-92
Closed -$1K – 2499
2018
Q3 		$1K Sell
92
-998
-92% -$10.1K ﹤0.01% 2291
2018
Q2 		$11K Sell
1,090
-280
-20% -$2.5K ﹤0.01% 1501
2018
Q1 		$12K Hold
1,370
– – ﹤0.01% 1495
2017
Q4 		$11K Buy
+1,370
New +$10.4K ﹤0.01% 1548
2017
Q3 		– Sell
-42
Closed – – 2346
2017
Q2 		$0 Sell
42
-10
-19% -$75 ﹤0.01% 2232
2017
Q1 		$0 Buy
+52
New +$388 ﹤0.01% 1970

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Infosys (INFY) in Q2 2019, closing a stake of 150 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in INFY in Q1 2017 and held it in 7 quarters. The position peaked at $12K in Q1 2018. 395 funds tracked by Wall St. Rank hold INFY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Infosys position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 150 Infosys shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Infosys in Q1 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Infosys position peaked at $12K in Q1 2018.
  • 395 funds tracked by Wall St. Rank held Infosys as of Q2 2019.

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