BCWM
IFN

Bartlett & Co Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-1,500
Closed -$28K – 1170
2023
Q4 		$28K Hold
1,500
– – ﹤0.01% 808
2023
Q3 		$26.1K Hold
1,500
– – ﹤0.01% 765
2023
Q2 		$24.9K Buy
+1,500
New +$23.4K ﹤0.01% 781

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's IFN Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Aberdeen India Fund (IFN) in Q1 2024, closing a stake of 1,500 shares — an estimated $28K sold.

Bartlett & Co Wealth Management first reported a position in IFN in Q2 2023 and held it in 3 quarters. The position peaked at $28K in Q4 2023. 66 funds tracked by Wall St. Rank hold IFN as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Aberdeen India Fund position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,500 Aberdeen India Fund shares in Q1 2024, an estimated $28K.
  • Bartlett & Co Wealth Management first reported a position in Aberdeen India Fund in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Aberdeen India Fund position peaked at $28K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.