WJWM
INFO

Williams Jones Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Williams Jones Wealth Management’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
-4,210
Closed -$560K – 550
2021
Q4 		$560K Hold
4,210
– – 0.01% 317
2021
Q3 		$491K Hold
4,210
– – 0.01% 326
2021
Q2 		$474K Hold
4,210
– – 0.01% 330
2021
Q1 		$407K Hold
4,210
– – 0.01% 338
2020
Q4 		$378K Hold
4,210
– – 0.01% 329
2020
Q3 		$331K Hold
4,210
– – 0.01% 320
2020
Q2 		$318K Buy
4,210
+423
+11% +$28.8K 0.01% 317
2020
Q1 		$227K Buy
3,787
+22
+0.6% +$1.58K 0.01% 328
2019
Q4 		$284K Hold
3,765
– – 0.01% 366
2019
Q3 		$252K Buy
+3,765
New +$246K 0.01% 374

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