Altium Wealth Management’s ICICI Bank IBN Stock Holding History

Altium Wealth Management’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
2022 Q2	$370K	Sell	20,835 -359	-2%	-$6.71K	0.03%	278
2022 Q1	$401K	Sell	21,194 -619	-3%	-$12.4K	0.03%	288
2021 Q4	$432K	Buy	21,813 +1,308	+6%	+$25.8K	0.03%	275
2021 Q3	$387K	Hold	20,505	–	–	0.03%	271
2021 Q2	$351K	Hold	20,505	–	–	0.03%	291
2021 Q1	$329K	Sell	20,505 -568	-3%	-$9.28K	0.03%	295
2020 Q4	$313K	Sell	21,073 -6,996	-25%	-$87.9K	0.03%	277
2020 Q3	$276K	Buy	+28,069	New	+$280K	0.03%	276

Other funds holding IBN

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's IBN Position: Q2 2022 in Review

Altium Wealth Management reduced its ICICI Bank (IBN) stake by 1.7% in Q2 2022, selling an estimated $6.71K and leaving 20,835 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #278.

Altium Wealth Management first reported a position in IBN in Q3 2020 and has held it in 8 quarters since. The position peaked at $432K in Q4 2021. 394 funds tracked by Wall St. Rank hold IBN as of Q2 2022.

Altium Wealth Management held 20,835 shares of ICICI Bank worth $370K as of Q2 2022.
Altium Wealth Management sold 359 ICICI Bank shares in Q2 2022, an estimated $6.71K.
ICICI Bank made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #278 holding.
Altium Wealth Management first reported a position in ICICI Bank in Q3 2020 and has held it in 8 quarters since.
Altium Wealth Management's ICICI Bank position peaked at $432K in Q4 2021.
394 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.