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AE Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

AE Wealth Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,369
Closed -$344K – 1981
2023
Q1 		$344K Sell
8,369
-5,337
-39% -$223K ﹤0.01% 1485
2022
Q4 		$580K Buy
13,706
+4,790
+54% +$210K ﹤0.01% 1232
2022
Q3 		$376K Buy
+8,916
New +$389K ﹤0.01% 1382

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AE Wealth Management's INDY Position: Q2 2023 in Review

AE Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2023, closing a stake of 8,369 shares — an estimated $344K sold.

AE Wealth Management first reported a position in INDY in Q3 2022 and held it in 3 quarters. The position peaked at $580K in Q4 2022. 71 funds tracked by Wall St. Rank hold INDY as of Q2 2023.

  • AE Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 8,369 iShares S&P India Nifty 50 Index Fund shares in Q2 2023, an estimated $344K.
  • AE Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $580K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.