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

Atria Wealth Solutions’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
Q1 		– Sell
-25,901
Closed -$1.28M – 2014
2023
Q4 		$1.28M Buy
+25,901
New +$1.2M 0.02% 769

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $1.07B AUM 35.82% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's INDY Position: Q1 2024 in Review

Atria Wealth Solutions sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2024, closing a stake of 25,901 shares — an estimated $1.28M sold.

Atria Wealth Solutions first reported a position in INDY in Q4 2023 and held it in 1 quarter. The position peaked at $1.28M in Q4 2023. 102 funds tracked by Wall St. Rank hold INDY as of Q1 2024.

  • Atria Wealth Solutions reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 25,901 iShares S&P India Nifty 50 Index Fund shares in Q1 2024, an estimated $1.28M.
  • Atria Wealth Solutions first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares S&P India Nifty 50 Index Fund position peaked at $1.28M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.