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Western Pacific Wealth Management’s Infosys INFY Stock Holding History

Western Pacific Wealth Management’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
2022
Q3 		– Sell
-2,064
Closed -$38K – 242
2022
Q2 		$38K Hold
2,064
– – 0.04% 88
2022
Q1 		$51K Hold
2,064
– – 0.04% 89
2021
Q4 		$52K Buy
+2,064
New +$48K 0.03% 106

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Western Pacific Wealth Management's INFY Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of Infosys (INFY) in Q3 2022, closing a stake of 2,064 shares — an estimated $38K sold.

Western Pacific Wealth Management first reported a position in INFY in Q4 2021 and held it in 3 quarters. The position peaked at $52K in Q4 2021. 419 funds tracked by Wall St. Rank hold INFY as of Q3 2022.

  • Western Pacific Wealth Management reported no remaining Infosys position as of Q3 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 2,064 Infosys shares in Q3 2022, an estimated $38K.
  • Western Pacific Wealth Management first reported a position in Infosys in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's Infosys position peaked at $52K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Infosys as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.