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Fortis Group Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Fortis Group Advisors’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
-19,598
Closed -$989K – 516
2024
Q1 		$989K Buy
+19,598
New +$977K 0.18% 93

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

Fortis Group Advisors's INDY Position: Q2 2024 in Review

Fortis Group Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2024, closing a stake of 19,598 shares — an estimated $989K sold.

Fortis Group Advisors first reported a position in INDY in Q1 2024 and held it in 1 quarter. The position peaked at $989K in Q1 2024. 102 funds tracked by Wall St. Rank hold INDY as of Q2 2024.

  • Fortis Group Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 19,598 iShares S&P India Nifty 50 Index Fund shares in Q2 2024, an estimated $989K.
  • Fortis Group Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2024 and held it in 1 quarter.
  • Fortis Group Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $989K 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 Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.