Concord Wealth Partners’s ICICI Bank IBN Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-101	Closed	-$2.33K	–	911
2023 Q3	$2.33K	Hold	101	–	–	﹤0.01%	849
2023 Q2	$2.33K	Hold	101	–	–	﹤0.01%	845
2023 Q1	$2.18K	Hold	101	–	–	﹤0.01%	799
2022 Q4	$2.21K	Buy	+101	New	+$2.25K	﹤0.01%	918
2022 Q3	–	Sell	-101	Closed	-$2K	–	596
2022 Q2	$2K	Sell	101 -1,387	-93%	-$25.9K	﹤0.01%	1028
2022 Q1	$28K	Sell	1,488 -112	-7%	-$2.24K	0.01%	560
2021 Q4	$32K	Buy	1,600 +1,306	+444%	+$25.8K	0.01%	541
2021 Q3	$6K	Sell	294 -1,310	-82%	-$24.6K	﹤0.01%	552
2021 Q2	$27K	Buy	1,604 +817	+104%	+$13.6K	0.01%	442
2021 Q1	$13K	Buy	+787	New	+$12.9K	﹤0.01%	539

Other funds holding IBN

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Concord Wealth Partners's IBN Position: Q4 2023 in Review

Concord Wealth Partners sold out of ICICI Bank (IBN) in Q4 2023, closing a stake of 101 shares — an estimated $2.33K sold.

Concord Wealth Partners first reported a position in IBN in Q1 2021 and held it in 10 quarters. The position peaked at $32K in Q4 2021. 514 funds tracked by Wall St. Rank hold IBN as of Q4 2023.

Concord Wealth Partners reported no remaining ICICI Bank position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 101 ICICI Bank shares in Q4 2023, an estimated $2.33K.
Concord Wealth Partners first reported a position in ICICI Bank in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's ICICI Bank position peaked at $32K in Q4 2021.
514 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.