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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return