Allworth Financial’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Allworth Financial’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 Q1	–	Sell	-227	Closed	-$9.59K	–	3254
2022 Q4	$9.59K	Buy	227 +8	+4%	+$351	﹤0.01%	1700
2022 Q3	$9K	Sell	219 -52	-19%	-$2.27K	﹤0.01%	1698
2022 Q2	$11K	Sell	271 -57	-17%	-$2.48K	﹤0.01%	1531
2022 Q1	$15K	Hold	328	–	–	﹤0.01%	1359
2021 Q4	$15K	Buy	328 +23	+8%	+$1.17K	﹤0.01%	1232
2021 Q3	$16K	Hold	305	–	–	﹤0.01%	1105
2021 Q2	$14K	Buy	+305	New	+$13.8K	﹤0.01%	940
2017 Q4	–	Sell	-472	Closed	-$16K	–	772
2017 Q3	$16K	Buy	+472	New	+$16.6K	﹤0.01%	398

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's INDY Position: Q1 2023 in Review

Allworth Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2023, closing a stake of 227 shares — an estimated $9.59K sold.

Allworth Financial first reported a position in INDY in Q3 2017 and held it in 8 quarters. The position peaked at $16K in Q3 2021. 79 funds tracked by Wall St. Rank hold INDY as of Q1 2023.

Allworth Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 227 iShares S&P India Nifty 50 Index Fund shares in Q1 2023, an estimated $9.59K.
Allworth Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2017 and held it in 8 quarters.
Allworth Financial's iShares S&P India Nifty 50 Index Fund position peaked at $16K in Q3 2021.
79 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.