AW
IFN

Alteri Wealth’s Aberdeen India Fund IFN Stock Holding History

Alteri Wealth’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,211
Closed -$150K – 289
2025
Q3 		$150K Buy
10,211
+35
+0.3% +$541 0.05% 275
2025
Q2 		$168K Buy
+10,176
New +$162K 0.07% 262

Other funds holding IFN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth's IFN Position: Q4 2025 in Review

Alteri Wealth sold out of Aberdeen India Fund (IFN) in Q4 2025, closing a stake of 10,211 shares — an estimated $150K sold.

Alteri Wealth first reported a position in IFN in Q2 2025 and held it in 2 quarters. The position peaked at $168K in Q2 2025. 72 funds tracked by Wall St. Rank hold IFN as of Q4 2025.

  • Alteri Wealth reported no remaining Aberdeen India Fund position as of Q4 2025 after selling out during the quarter.
  • Alteri Wealth sold 10,211 Aberdeen India Fund shares in Q4 2025, an estimated $150K.
  • Alteri Wealth first reported a position in Aberdeen India Fund in Q2 2025 and held it in 2 quarters.
  • Alteri Wealth's Aberdeen India Fund position peaked at $168K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2025.

Based on Alteri Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.