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Destination Wealth Management’s ICICI Bank IBN Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-398
Closed -$5K – 642
2019
Q1 		$5K Buy
+398
New +$4.13K ﹤0.01% 544

Other funds holding IBN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Destination Wealth Management's IBN Position: Q2 2019 in Review

Destination Wealth Management sold out of ICICI Bank (IBN) in Q2 2019, closing a stake of 398 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in IBN in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 340 funds tracked by Wall St. Rank hold IBN as of Q2 2019.

  • Destination Wealth Management reported no remaining ICICI Bank position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 398 ICICI Bank shares in Q2 2019, an estimated $5K.
  • Destination Wealth Management first reported a position in ICICI Bank in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's ICICI Bank position peaked at $5K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.