WESPAC Advisors SoCal’s Infosys INFY Stock Holding History

WESPAC Advisors SoCal’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
2021 Q2	–	Sell	-10,975	Closed	-$205K	–	87
2021 Q1	$205K	Hold	10,975	–	–	0.08%	72
2020 Q4	$186K	Sell	10,975 -1,250	-10%	-$19.1K	0.07%	73
2020 Q3	$186K	Sell	12,225 -5,200	-30%	-$64.9K	0.09%	71
2020 Q2	$181K	Sell	17,425 -1,485	-8%	-$13.3K	0.08%	76
2020 Q1	$162K	Buy	18,910 +1,485	+9%	+$14.9K	0.09%	69
2019 Q4	$180K	Hold	17,425	–	–	0.09%	82
2019 Q3	$198K	Buy	+17,425	New	+$196K	0.1%	81
2019 Q2	–	Sell	-20,500	Closed	-$224K	–	185
2019 Q1	$224K	Hold	20,500	–	–	0.12%	84
2018 Q4	$195K	Hold	20,500	–	–	0.12%	78
2018 Q3	$208K	Hold	20,500	–	–	0.1%	87
2018 Q2	$199K	Sell	20,500 -250	-1%	-$2.24K	0.11%	87
2018 Q1	$185K	Sell	20,750 -400	-2%	-$3.54K	0.11%	84
2017 Q4	$171K	Hold	21,150	–	–	0.1%	86
2017 Q3	$154K	Sell	21,150 -650	-3%	-$4.92K	0.09%	95
2017 Q2	$163K	Hold	21,800	–	–	0.1%	90
2017 Q1	$172K	Buy	21,800 +1,750	+9%	+$13K	0.11%	89
2016 Q4	$149K	Sell	20,050 -13,300	-40%	-$99.8K	0.1%	92
2016 Q3	$263K	Hold	33,350	–	–	0.18%	73
2016 Q2	$298K	Sell	33,350 -750	-2%	-$7.02K	0.19%	68
2016 Q1	$324K	Buy	34,100 +350	+1%	+$3.05K	0.24%	62
2015 Q4	$282K	Buy	+33,750	New	+$293K	0.19%	71

Other funds holding INFY

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WESPAC Advisors SoCal's INFY Position: Q2 2021 in Review

WESPAC Advisors SoCal sold out of Infosys (INFY) in Q2 2021, closing a stake of 10,975 shares — an estimated $205K sold.

WESPAC Advisors SoCal first reported a position in INFY in Q4 2015 and held it in 21 quarters. The position peaked at $324K in Q1 2016. 436 funds tracked by Wall St. Rank hold INFY as of Q2 2021.

WESPAC Advisors SoCal reported no remaining Infosys position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors SoCal sold 10,975 Infosys shares in Q2 2021, an estimated $205K.
WESPAC Advisors SoCal first reported a position in Infosys in Q4 2015 and held it in 21 quarters.
WESPAC Advisors SoCal's Infosys position peaked at $324K in Q1 2016.
436 funds tracked by Wall St. Rank held Infosys as of Q2 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2021, filed 29 Jul 2021.