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Informatica shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Informatica (INFA) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Informatica

Tip: Access up to 7 years of quarterly data

All positions including Informatica held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Informatica by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $222k 7.8k 28.39
2023-09-30 $203k 9.6k 21.07
2022-06-30 $5.0k 248 20.16
2022-03-31 $3.0k 127 23.62

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Informatica

Wellington Management Company
Vanguard Group
Allspring Global Investments Holdings
T. Rowe Price Associates
Kennedy Capital Management
Anatole Investment Management
Dimensional Fund Advisors
Millennium Management
SQN Investors
Charles Schwab Investment Management
Fiera Capital Corporation
D. E. Shaw & Co
Tudor Investment Corporation
Balyasny Asset Management
Connor, Clark & Lunn Investment Management

View all funds holding Informatica