Financial Perspectives’s Aberdeen India Fund IFN Stock Holding History

Financial Perspectives’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
2022 Q3	–	Sell	-277	Closed	-$4.51K	–	701
2022 Q2	$4.51K	Hold	277	–	–	﹤0.01%	528
2022 Q1	$5.35K	Hold	277	–	–	﹤0.01%	531
2021 Q4	$5.84K	Hold	277	–	–	﹤0.01%	494
2021 Q3	$6.4K	Hold	277	–	–	﹤0.01%	484
2021 Q2	$6.08K	Sell	277 -5,665	-95%	-$121K	﹤0.01%	513
2021 Q1	$277K	Buy	5,942 +5,665	+2,045%	+$119K	0.01%	365
2020 Q4	$5.53K	Hold	277	–	–	﹤0.01%	465
2020 Q3	$4.57K	Hold	277	–	–	﹤0.01%	432
2020 Q2	$4.29K	Hold	277	–	–	﹤0.01%	420
2020 Q1	$3.77K	Hold	277	–	–	﹤0.01%	406
2019 Q4	$5.58K	Buy	+277	New	+$5.71K	﹤0.01%	383

Other funds holding IFN

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Perspectives's IFN Position: Q3 2022 in Review

Financial Perspectives sold out of Aberdeen India Fund (IFN) in Q3 2022, closing a stake of 277 shares — an estimated $4.51K sold.

Financial Perspectives first reported a position in IFN in Q4 2019 and held it in 11 quarters. The position peaked at $277K in Q1 2021. 51 funds tracked by Wall St. Rank hold IFN as of Q3 2022.

Financial Perspectives reported no remaining Aberdeen India Fund position as of Q3 2022 after selling out during the quarter.
Financial Perspectives sold 277 Aberdeen India Fund shares in Q3 2022, an estimated $4.51K.
Financial Perspectives first reported a position in Aberdeen India Fund in Q4 2019 and held it in 11 quarters.
Financial Perspectives's Aberdeen India Fund position peaked at $277K in Q1 2021.
51 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2022.

Based on Financial Perspectives's 13F filing for Q3 2022, filed 10 Jan 2024.