Benjamin F. Edwards & Company’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$18K	Hold	335	–	–	﹤0.01%	1576
2024 Q1	$17K	Buy	335 +167	+99%	+$8.33K	﹤0.01%	1574
2023 Q4	$8K	Buy	168 +1	+0.6%	+$46	﹤0.01%	1721
2023 Q3	$8K	Hold	167	–	–	﹤0.01%	1447
2023 Q2	$8K	Hold	167	–	–	﹤0.01%	1448
2023 Q1	$7K	Hold	167	–	–	﹤0.01%	1472
2022 Q4	$7K	Buy	167 +6	+4%	+$263	﹤0.01%	1497
2022 Q3	$7K	Hold	161	–	–	﹤0.01%	1468
2022 Q2	$7K	Hold	161	–	–	﹤0.01%	1463
2022 Q1	$7K	Hold	161	–	–	﹤0.01%	1452
2021 Q4	$8K	Buy	161 +11	+7%	+$558	﹤0.01%	1432
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	1430
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	1449
2021 Q1	$7K	Hold	150	–	–	﹤0.01%	1435
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	1368
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	1427
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	1426
2020 Q1	$4K	Sell	150 -13,489	-99%	-$468K	﹤0.01%	1481
2019 Q4	$527K	Buy	+13,639	New	+$512K	0.04%	374

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Benjamin F. Edwards & Company's INDY Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q2 2024 at 335 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Benjamin F. Edwards & Company first reported a position in INDY in Q4 2019 and has held it in 19 quarters since. The position peaked at $527K in Q4 2019. 103 funds tracked by Wall St. Rank hold INDY as of Q2 2024.

Benjamin F. Edwards & Company held 335 shares of iShares S&P India Nifty 50 Index Fund worth $18K as of Q2 2024.
Benjamin F. Edwards & Company left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q2 2024.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1576 holding.
Benjamin F. Edwards & Company first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2019 and has held it in 19 quarters since.
Benjamin F. Edwards & Company's iShares S&P India Nifty 50 Index Fund position peaked at $527K in Q4 2019.
103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.