CAPTRUST Financial Advisors
INDY icon

CAPTRUST Financial Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

CAPTRUST Financial Advisors’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
2021
Q3 		– Sell
-19
Closed -$1K – 4698
2021
Q2 		$1K Buy
+19
New +$860 ﹤0.01% 4345

Other funds holding INDY

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State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors's INDY Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2021, closing a stake of 19 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in INDY in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 70 funds tracked by Wall St. Rank hold INDY as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 19 iShares S&P India Nifty 50 Index Fund shares in Q3 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $1K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.