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Gateway Advisory’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Gateway Advisory’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
Q3 		$7.22M Sell
128,165
-2,063
-2% -$113K 1.16% 20
2024
Q2 		$6.99M Buy
130,228
+2,529
+2% +$129K 1.19% 22
2024
Q1 		$6.44M Buy
127,699
+3,520
+3% +$176K 1.13% 24
2023
Q4 		$6.12M Buy
124,179
+9,076
+8% +$419K 1.17% 20
2023
Q3 		$5.2M Buy
115,103
+2,733
+2% +$124K 1.06% 19
2023
Q2 		$5.06M Buy
112,370
+1,352
+1% +$57.9K 1.07% 17
2023
Q1 		$4.56M Buy
+111,018
New +$4.63M 1.02% 19
2017
Q4 		– Sell
-6,851
Closed -$234K – 102
2017
Q3 		$234K Hold
6,851
– – 0.07% 69
2017
Q2 		$230K Buy
+6,851
New +$229K 0.07% 79

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gateway Advisory's INDY Position: Q3 2024 in Review

Gateway Advisory reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 1.6% in Q3 2024, selling an estimated $113K and leaving 128,165 shares worth $7.22M. The position accounts for 1.16% of the portfolio, ranked #20.

Gateway Advisory first reported a position in INDY in Q2 2017 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • Gateway Advisory held 128,165 shares of iShares S&P India Nifty 50 Index Fund worth $7.22M as of Q3 2024.
  • Gateway Advisory sold 2,063 iShares S&P India Nifty 50 Index Fund shares in Q3 2024, an estimated $113K.
  • iShares S&P India Nifty 50 Index Fund made up 1.16% of Gateway Advisory's portfolio in Q3 2024, its #20 holding.
  • Gateway Advisory first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2017 and has held it in 9 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.