BAM
IFN

Belpointe Asset Management’s Aberdeen India Fund IFN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-221
Closed -$3.34K – 1864
2023
Q1 		$3.34K Hold
221
– – ﹤0.01% 3161
2022
Q4 		$3.27K Buy
+221
New +$3.54K ﹤0.01% 3082

Other funds holding IFN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Belpointe Asset Management's IFN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Aberdeen India Fund (IFN) in Q2 2023, closing a stake of 221 shares — an estimated $3.34K sold.

Belpointe Asset Management first reported a position in IFN in Q4 2022 and held it in 2 quarters. The position peaked at $3.34K in Q1 2023. 60 funds tracked by Wall St. Rank hold IFN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Aberdeen India Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 221 Aberdeen India Fund shares in Q2 2023, an estimated $3.34K.
  • Belpointe Asset Management first reported a position in Aberdeen India Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Aberdeen India Fund position peaked at $3.34K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.