Concurrent Investment Advisors
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Concurrent Investment Advisors’s Columbia India Consumer ETF INCO Stock Holding History

Concurrent Investment Advisors’s Portfolio INCO Stock Details INCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,093
Closed -$238K – 1172
2024
Q3 		$238K Buy
+3,093
New +$227K 0.01% 873

Other funds holding INCO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's INCO Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Columbia India Consumer ETF (INCO) in Q4 2024, closing a stake of 3,093 shares — an estimated $238K sold.

Concurrent Investment Advisors first reported a position in INCO in Q3 2024 and held it in 1 quarter. The position peaked at $238K in Q3 2024. 77 funds tracked by Wall St. Rank hold INCO as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Columbia India Consumer ETF position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,093 Columbia India Consumer ETF shares in Q4 2024, an estimated $238K.
  • Concurrent Investment Advisors first reported a position in Columbia India Consumer ETF in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Columbia India Consumer ETF position peaked at $238K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.