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

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-142
Closed -$7K – 1160
2021
Q3 		$7K Hold
142
– – ﹤0.01% 1522
2021
Q2 		$6K Hold
142
– – ﹤0.01% 1670
2021
Q1 		$6K Hold
142
– – ﹤0.01% 1322
2020
Q4 		$6K Buy
+142
New +$5.46K ﹤0.01% 1076

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Arkadios Wealth Advisors's INDY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2021, closing a stake of 142 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in INDY in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 77 funds tracked by Wall St. Rank hold INDY as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 142 iShares S&P India Nifty 50 Index Fund shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $7K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.