FWM
IFN

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

Focused 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
2024
Q1 		– Sell
-550
Closed -$10.1K – 549
2023
Q4 		$10.1K Hold
550
– – ﹤0.01% 552
2023
Q3 		$9.58K Hold
550
– – ﹤0.01% 535
2023
Q2 		$9.13K Hold
550
– – ﹤0.01% 561
2023
Q1 		$8.32K Hold
550
– – ﹤0.01% 571
2022
Q4 		$8.15K Hold
550
– – ﹤0.01% 562
2022
Q3 		$9K Hold
550
– – ﹤0.01% 507
2022
Q2 		$9K Hold
550
– – ﹤0.01% 510
2022
Q1 		$11K Hold
550
– – ﹤0.01% 536
2021
Q4 		$12K Hold
550
– – ﹤0.01% 557
2021
Q3 		$13K Hold
550
– – ﹤0.01% 565
2021
Q2 		$12K Buy
+550
New +$11.8K ﹤0.01% 583

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Focused Wealth Management's IFN Position: Q1 2024 in Review

Focused Wealth Management sold out of Aberdeen India Fund (IFN) in Q1 2024, closing a stake of 550 shares — an estimated $10.1K sold.

Focused Wealth Management first reported a position in IFN in Q2 2021 and held it in 11 quarters. The position peaked at $13K in Q3 2021. 66 funds tracked by Wall St. Rank hold IFN as of Q1 2024.

  • Focused Wealth Management reported no remaining Aberdeen India Fund position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 550 Aberdeen India Fund shares in Q1 2024, an estimated $10.1K.
  • Focused Wealth Management first reported a position in Aberdeen India Fund in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's Aberdeen India Fund position peaked at $13K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.