FIM
IFN

Fernwood Investment Management’s Aberdeen India Fund IFN Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-650
Closed -$13.3K – 418
2024
Q1 		$13.3K Buy
+650
New +$12.8K ﹤0.01% 518

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Fernwood Investment Management's IFN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Aberdeen India Fund (IFN) in Q2 2024, closing a stake of 650 shares — an estimated $13.3K sold.

Fernwood Investment Management first reported a position in IFN in Q1 2024 and held it in 1 quarter. The position peaked at $13.3K in Q1 2024. 79 funds tracked by Wall St. Rank hold IFN as of Q2 2024.

  • Fernwood Investment Management reported no remaining Aberdeen India Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 650 Aberdeen India Fund shares in Q2 2024, an estimated $13.3K.
  • Fernwood Investment Management first reported a position in Aberdeen India Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Aberdeen India Fund position peaked at $13.3K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.