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BMS Financial Advisors’s ICICI Bank IBN Stock Holding History

BMS Financial 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
2023
Q2 		$422K Sell
18,294
-7,868
-30% -$178K 0.28% 63
2023
Q1 		$565K Buy
26,162
+7,966
+44% +$166K 0.39% 56
2022
Q4 		$398K Buy
+18,196
New +$405K 0.26% 66

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BMS Financial Advisors's IBN Position: Q2 2023 in Review

BMS Financial Advisors reduced its ICICI Bank (IBN) stake by 30% in Q2 2023, selling an estimated $178K and leaving 18,294 shares worth $422K. The position accounts for 0.28% of the portfolio, ranked #63.

BMS Financial Advisors first reported a position in IBN in Q4 2022 and has held it in 3 quarters since. The position peaked at $565K in Q1 2023. 458 funds tracked by Wall St. Rank hold IBN as of Q2 2023.

  • BMS Financial Advisors held 18,294 shares of ICICI Bank worth $422K as of Q2 2023.
  • BMS Financial Advisors sold 7,868 ICICI Bank shares in Q2 2023, an estimated $178K.
  • ICICI Bank made up 0.28% of BMS Financial Advisors's portfolio in Q2 2023, its #63 holding.
  • BMS Financial Advisors first reported a position in ICICI Bank in Q4 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's ICICI Bank position peaked at $565K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.