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

Centaurus Financial’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
2023 Q1	–	Sell	-9,803	Closed	-$415K	–	926
2022 Q4	$415K	Buy	+9,803	New	+$430K	0.04%	407
2018 Q3	–	Sell	-350	Closed	-$12K	–	1261
2018 Q2	$12K	Buy	+350	New	+$12.4K	﹤0.01%	1477

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial's INDY Position: Q1 2023 in Review

Centaurus Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2023, closing a stake of 9,803 shares — an estimated $415K sold.

Centaurus Financial first reported a position in INDY in Q2 2018 and held it in 2 quarters. The position peaked at $415K in Q4 2022. 79 funds tracked by Wall St. Rank hold INDY as of Q1 2023.

Centaurus Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2023 after selling out during the quarter.
Centaurus Financial sold 9,803 iShares S&P India Nifty 50 Index Fund shares in Q1 2023, an estimated $415K.
Centaurus Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2018 and held it in 2 quarters.
Centaurus Financial's iShares S&P India Nifty 50 Index Fund position peaked at $415K in Q4 2022.
79 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.