Endurance Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Endurance Wealth Management’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$23K	Hold	1,375	–	–	﹤0.01%	407
2023 Q1	$21K	Hold	1,375	–	–	﹤0.01%	429
2022 Q4	$20K	Hold	1,375	–	–	﹤0.01%	412
2022 Q3	$22K	Hold	1,375	–	–	﹤0.01%	399
2022 Q2	$22K	Hold	1,375	–	–	﹤0.01%	406
2022 Q1	$27K	Hold	1,375	–	–	﹤0.01%	415
2021 Q4	$29K	Hold	1,375	–	–	﹤0.01%	408
2021 Q3	$32K	Hold	1,375	–	–	﹤0.01%	399
2021 Q2	$30K	Hold	1,375	–	–	﹤0.01%	407
2021 Q1	$29K	Hold	1,375	–	–	﹤0.01%	414
2020 Q4	$27K	Hold	1,375	–	–	﹤0.01%	383
2020 Q3	$23K	Hold	1,375	–	–	﹤0.01%	375
2020 Q2	$21K	Hold	1,375	–	–	﹤0.01%	388
2020 Q1	$19K	Hold	1,375	–	–	﹤0.01%	370
2019 Q4	$28K	Hold	1,375	–	–	﹤0.01%	328
2019 Q3	$28K	Buy	+1,375	New	+$28.1K	﹤0.01%	327

Other funds holding IFN

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Endurance Wealth Management's IFN Position: Q2 2023 in Review

Endurance Wealth Management held its Aberdeen India Fund (IFN) position steady in Q2 2023 at 1,375 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Endurance Wealth Management first reported a position in IFN in Q3 2019 and has held it in 16 quarters since. The position peaked at $32K in Q3 2021. 60 funds tracked by Wall St. Rank hold IFN as of Q2 2023.

Endurance Wealth Management held 1,375 shares of Aberdeen India Fund worth $23K as of Q2 2023.
Endurance Wealth Management left its Aberdeen India Fund share count unchanged in Q2 2023.
Aberdeen India Fund made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #407 holding.
Endurance Wealth Management first reported a position in Aberdeen India Fund in Q3 2019 and has held it in 16 quarters since.
Endurance Wealth Management's Aberdeen India Fund position peaked at $32K in Q3 2021.
60 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.