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Evolution Wealth Advisors’s ICICI Bank IBN Stock Holding History

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-1,125
Closed -$11K – 602
2020
Q3 		$11K Hold
1,125
– – ﹤0.01% 340
2020
Q2 		$10K Hold
1,125
– – ﹤0.01% 287
2020
Q1 		$10K Buy
+1,125
New +$14.9K ﹤0.01% 210
2019
Q4 		– Sell
-1,310
Closed -$16K – 652
2019
Q3 		$16K Buy
+1,310
New +$15.4K 0.01% 122

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Wealth Advisors's IBN Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of ICICI Bank (IBN) in Q4 2020, closing a stake of 1,125 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in IBN in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 358 funds tracked by Wall St. Rank hold IBN as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining ICICI Bank position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,125 ICICI Bank shares in Q4 2020, an estimated $11K.
  • Evolution Wealth Advisors first reported a position in ICICI Bank in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's ICICI Bank position peaked at $16K in Q3 2019.
  • 358 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.