Harbour Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Harbour Investments’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
2023 Q2	–	Sell	-500	Closed	-$20.6K	–	3076
2023 Q1	$20.6K	Hold	500	–	–	﹤0.01%	1734
2022 Q4	$21.2K	Hold	500	–	–	﹤0.01%	1654
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	1622
2022 Q2	$21K	Buy	+500	New	+$21.8K	﹤0.01%	1622
2021 Q4	$24K	Sell	500 -385	-44%	-$19.5K	﹤0.01%	1587
2021 Q3	$46K	Sell	885 -15	-2%	-$736	﹤0.01%	1818
2021 Q2	$42K	Sell	900 -250	-22%	-$11.3K	﹤0.01%	1921
2021 Q1	$52K	Buy	+1,150	New	+$51.5K	﹤0.01%	1682

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Harbour Investments's INDY Position: Q2 2023 in Review

Harbour Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2023, closing a stake of 500 shares — an estimated $20.6K sold.

Harbour Investments first reported a position in INDY in Q1 2021 and held it in 8 quarters. The position peaked at $52K in Q1 2021. 71 funds tracked by Wall St. Rank hold INDY as of Q2 2023.

Harbour Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 500 iShares S&P India Nifty 50 Index Fund shares in Q2 2023, an estimated $20.6K.
Harbour Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2021 and held it in 8 quarters.
Harbour Investments's iShares S&P India Nifty 50 Index Fund position peaked at $52K in Q1 2021.
71 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.