AO
IBN icon

Advisor OS’s ICICI Bank IBN Stock Holding History

Advisor OS’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,299
Closed -$337K – 429
2024
Q3 		$337K Sell
11,299
-1,524
-12% -$44.4K 0.03% 302
2024
Q2 		$369K Sell
12,823
-768
-6% -$20.6K 0.04% 272
2024
Q1 		$359K Buy
13,591
+456
+3% +$11.4K 0.04% 280
2023
Q4 		$313K Buy
13,135
+280
+2% +$6.45K 0.04% 254
2023
Q3 		$297K Buy
12,855
+787
+7% +$18.5K 0.04% 232
2023
Q2 		$279K Buy
12,068
+551
+5% +$12.5K 0.05% 241
2023
Q1 		$249K Buy
+11,517
New +$240K 0.06% 213

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Advisor OS's IBN Position: Q4 2024 in Review

Advisor OS sold out of ICICI Bank (IBN) in Q4 2024, closing a stake of 11,299 shares — an estimated $337K sold.

Advisor OS first reported a position in IBN in Q1 2023 and held it in 7 quarters. The position peaked at $369K in Q2 2024. 554 funds tracked by Wall St. Rank hold IBN as of Q4 2024.

  • Advisor OS reported no remaining ICICI Bank position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 11,299 ICICI Bank shares in Q4 2024, an estimated $337K.
  • Advisor OS first reported a position in ICICI Bank in Q1 2023 and held it in 7 quarters.
  • Advisor OS's ICICI Bank position peaked at $369K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.