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AFG Fiduciary Services’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

AFG Fiduciary Services’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
2024
Q3 		– Sell
-8,958
Closed -$489K – 82
2024
Q2 		$489K Sell
8,958
-1,452
-14% -$74.2K 0.34% 42
2024
Q1 		$532K Sell
10,410
-1,112
-10% -$55.5K 0.39% 42
2023
Q4 		$568K Sell
11,522
-200
-2% -$9.23K 0.46% 45
2023
Q3 		$533K Sell
11,722
-1,489
-11% -$67.8K 0.47% 43
2023
Q2 		$601K Buy
+13,211
New +$566K 0.45% 45

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AFG Fiduciary Services's INDY Position: Q3 2024 in Review

AFG Fiduciary Services sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2024, closing a stake of 8,958 shares — an estimated $489K sold.

AFG Fiduciary Services first reported a position in INDY in Q2 2023 and held it in 5 quarters. The position peaked at $601K in Q2 2023. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • AFG Fiduciary Services reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 8,958 iShares S&P India Nifty 50 Index Fund shares in Q3 2024, an estimated $489K.
  • AFG Fiduciary Services first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2023 and held it in 5 quarters.
  • AFG Fiduciary Services's iShares S&P India Nifty 50 Index Fund position peaked at $601K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on AFG Fiduciary Services's 13F filing for Q3 2024, filed 15 Oct 2024.