B. Riley Wealth Advisors’s ICICI Bank IBN Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$417K	Sell	13,963 -745	-5%	-$22.5K	0.01%	757
2024 Q3	$439K	Sell	14,708 -2,831	-16%	-$82.4K	0.01%	787
2024 Q2	$505K	Sell	17,539 -8,713	-33%	-$233K	0.01%	810
2024 Q1	$607K	Buy	26,252 +7,770	+42%	+$194K	0.02%	705
2023 Q4	$441K	Sell	18,482 -7,770	-30%	-$179K	0.01%	877
2023 Q3	$607K	Buy	26,252 +5,384	+26%	+$127K	0.02%	705
2023 Q2	$482K	Buy	20,868 +8	+0%	+$181	0.01%	874
2023 Q1	$450K	Buy	20,860 +3,972	+24%	+$82.9K	0.01%	853
2022 Q4	$370K	Buy	16,888 +4,461	+36%	+$99.4K	0.01%	930
2022 Q3	$261K	Buy	+12,427	New	+$263K	0.01%	1093
2015 Q1	–	Sell	-418	Closed	-$4	–	1221
2014 Q4	$4	Buy	+418	New	+$4.26K	﹤0.01%	3220
2014 Q3	–	Sell	-418	Closed	-$3.79K	–	1217
2014 Q2	$3.79K	Buy	+418	New	+$3.6K	﹤0.01%	2119

Other funds holding IBN

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital International Investors

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Schroder Investment Management Group

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