Cyndeo Wealth Partners’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Cyndeo Wealth Partners’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
2024 Q2	–	Sell	-8,035	Closed	-$405K	–	405
2024 Q1	$405K	Sell	8,035 -3,430	-30%	-$171K	0.03%	282
2023 Q4	$565K	Sell	11,465 -47,011	-80%	-$2.17M	0.05%	235
2023 Q3	$2.64M	Sell	58,476 -245	-0.4%	-$11.2K	0.28%	104
2023 Q2	$2.64M	Buy	58,721 +4,311	+8%	+$185K	0.28%	102
2023 Q1	$2.24M	Buy	54,410 +4,749	+10%	+$198K	0.24%	117
2022 Q4	$2.1M	Buy	+49,661	New	+$2.18M	0.25%	124

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $1.07B AUM 35.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Cyndeo Wealth Partners's INDY Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2024, closing a stake of 8,035 shares — an estimated $405K sold.

Cyndeo Wealth Partners first reported a position in INDY in Q4 2022 and held it in 6 quarters. The position peaked at $2.64M in Q2 2023. 103 funds tracked by Wall St. Rank hold INDY as of Q2 2024.

Cyndeo Wealth Partners reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 8,035 iShares S&P India Nifty 50 Index Fund shares in Q2 2024, an estimated $405K.
Cyndeo Wealth Partners first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2022 and held it in 6 quarters.
Cyndeo Wealth Partners's iShares S&P India Nifty 50 Index Fund position peaked at $2.64M in Q2 2023.
103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.