AAS
IFN

Avantax Advisory Services’s Aberdeen India Fund IFN Stock Holding History

Avantax Advisory Services’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
2024
Q3 		– Sell
-18,892
Closed -$337K – 2164
2024
Q2 		$337K Sell
18,892
-805
-4% -$14.6K ﹤0.01% 1617
2024
Q1 		$403K Buy
19,697
+7,925
+67% +$156K ﹤0.01% 1148
2023
Q4 		$215K Sell
11,772
-398
-3% -$6.83K ﹤0.01% 1441
2023
Q3 		$212K Buy
+12,170
New +$205K ﹤0.01% 1396

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's IFN Position: Q3 2024 in Review

Avantax Advisory Services sold out of Aberdeen India Fund (IFN) in Q3 2024, closing a stake of 18,892 shares — an estimated $337K sold.

Avantax Advisory Services first reported a position in IFN in Q3 2023 and held it in 4 quarters. The position peaked at $403K in Q1 2024. 90 funds tracked by Wall St. Rank hold IFN as of Q3 2024.

  • Avantax Advisory Services reported no remaining Aberdeen India Fund position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 18,892 Aberdeen India Fund shares in Q3 2024, an estimated $337K.
  • Avantax Advisory Services first reported a position in Aberdeen India Fund in Q3 2023 and held it in 4 quarters.
  • Avantax Advisory Services's Aberdeen India Fund position peaked at $403K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.