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Glassman Wealth Services’s ICICI Bank IBN Stock Holding History

Glassman Wealth Services’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,271
Closed -$54.1K – 944
2023
Q4 		$54.1K Buy
2,271
+47
+2% +$1.08K 0.01% 433
2023
Q3 		$51.4K Sell
2,224
-121
-5% -$2.85K 0.01% 412
2023
Q2 		$54.1K Sell
2,345
-90
-4% -$2.04K 0.01% 391
2023
Q1 		$52.5K Buy
2,435
+303
+14% +$6.32K 0.01% 399
2022
Q4 		$46.7K Sell
2,132
-6
-0.3% -$134 0.01% 443
2022
Q3 		$45K Buy
2,138
+217
+11% +$4.58K 0.01% 414
2022
Q2 		$34K Sell
1,921
-275
-13% -$5.14K 0.01% 477
2022
Q1 		$42K Buy
2,196
+103
+5% +$2.06K 0.01% 442
2021
Q4 		$41K Buy
2,093
+906
+76% +$17.9K 0.01% 416
2021
Q3 		$22K Hold
1,187
– – ﹤0.01% 561
2021
Q2 		$20K Hold
1,187
– – ﹤0.01% 571
2021
Q1 		$19K Buy
1,187
+34
+3% +$555 ﹤0.01% 540
2020
Q4 		$17K Buy
1,153
+174
+18% +$2.19K ﹤0.01% 573
2020
Q3 		$10K Buy
979
+445
+83% +$4.43K ﹤0.01% 607
2020
Q2 		$5K Buy
+534
New +$4.74K ﹤0.01% 620
2018
Q4 		– Sell
-938
Closed -$8K – 867
2018
Q3 		$8K Buy
+938
New +$8.29K ﹤0.01% 418

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Glassman Wealth Services's IBN Position: Q1 2024 in Review

Glassman Wealth Services sold out of ICICI Bank (IBN) in Q1 2024, closing a stake of 2,271 shares — an estimated $54.1K sold.

Glassman Wealth Services first reported a position in IBN in Q3 2018 and held it in 16 quarters. The position peaked at $54.1K in Q4 2023. 513 funds tracked by Wall St. Rank hold IBN as of Q1 2024.

  • Glassman Wealth Services reported no remaining ICICI Bank position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,271 ICICI Bank shares in Q1 2024, an estimated $54.1K.
  • Glassman Wealth Services first reported a position in ICICI Bank in Q3 2018 and held it in 16 quarters.
  • Glassman Wealth Services's ICICI Bank position peaked at $54.1K in Q4 2023.
  • 513 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.