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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 – 915
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

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Temasek Holdings
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Invesco
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return