GoalVest Advisory’s Aberdeen India Fund IFN Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-180	Closed	-$2.81K	–	385
2023 Q1	$2.72K	Buy	+180	New	+$2.79K	﹤0.01%	217

Other funds holding IFN

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

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

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

GoalVest Advisory's IFN Position: Q2 2023 in Review

GoalVest Advisory sold out of Aberdeen India Fund (IFN) in Q2 2023, closing a stake of 180 shares — an estimated $2.81K sold.

GoalVest Advisory first reported a position in IFN in Q1 2023 and held it in 1 quarter. The position peaked at $2.72K in Q1 2023. 60 funds tracked by Wall St. Rank hold IFN as of Q2 2023.

GoalVest Advisory reported no remaining Aberdeen India Fund position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 180 Aberdeen India Fund shares in Q2 2023, an estimated $2.81K.
GoalVest Advisory first reported a position in Aberdeen India Fund in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's Aberdeen India Fund position peaked at $2.72K in Q1 2023.
60 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.