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Fernwood Investment Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Fernwood Investment Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,400
Closed -$70.6K – 423
2024
Q1 		$70.6K Buy
+1,400
New +$69.8K 0.02% 304

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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

Fernwood Investment Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2024, closing a stake of 1,400 shares — an estimated $70.6K sold.

Fernwood Investment Management first reported a position in INDY in Q1 2024 and held it in 1 quarter. The position peaked at $70.6K in Q1 2024. 102 funds tracked by Wall St. Rank hold INDY as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,400 iShares S&P India Nifty 50 Index Fund shares in Q2 2024, an estimated $70.6K.
  • Fernwood Investment Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares S&P India Nifty 50 Index Fund position peaked at $70.6K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2024.

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