AWM
IFN

Accurate Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Accurate Wealth Management’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-211
Closed -$3.26K – 798
2022
Q4 		$3.26K Buy
+211
New +$3.38K ﹤0.01% 1098

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Accurate Wealth Management's IFN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Aberdeen India Fund (IFN) in Q1 2023, closing a stake of 211 shares — an estimated $3.26K sold.

Accurate Wealth Management first reported a position in IFN in Q4 2022 and held it in 1 quarter. The position peaked at $3.26K in Q4 2022. 61 funds tracked by Wall St. Rank hold IFN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Aberdeen India Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 211 Aberdeen India Fund shares in Q1 2023, an estimated $3.26K.
  • Accurate Wealth Management first reported a position in Aberdeen India Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Aberdeen India Fund position peaked at $3.26K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.