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Dynasty Wealth Management’s ICICI Bank IBN Stock Holding History

Dynasty 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
2024
Q2 		– Sell
-19,521
Closed -$516K – 261
2024
Q1 		$516K Buy
+19,521
New +$487K 0.02% 187

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dynasty Wealth Management's IBN Position: Q2 2024 in Review

Dynasty Wealth Management sold out of ICICI Bank (IBN) in Q2 2024, closing a stake of 19,521 shares — an estimated $516K sold.

Dynasty Wealth Management first reported a position in IBN in Q1 2024 and held it in 1 quarter. The position peaked at $516K in Q1 2024. 534 funds tracked by Wall St. Rank hold IBN as of Q2 2024.

  • Dynasty Wealth Management reported no remaining ICICI Bank position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 19,521 ICICI Bank shares in Q2 2024, an estimated $516K.
  • Dynasty Wealth Management first reported a position in ICICI Bank in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's ICICI Bank position peaked at $516K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.