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HHM Wealth Advisors’s ICICI Bank IBN Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-441
Closed -$11.6K – 818
2024
Q1 		$11.6K Hold
441
– – ﹤0.01% 494
2023
Q4 		$10.5K Hold
441
– – ﹤0.01% 505
2023
Q3 		$10.2K Hold
441
– – ﹤0.01% 502
2023
Q2 		$10.2K Hold
441
– – ﹤0.01% 526
2023
Q1 		$9.52K Hold
441
– – ﹤0.01% 537
2022
Q4 		$9.65K Hold
441
– – ﹤0.01% 455
2022
Q3 		$9K Hold
441
– – ﹤0.01% 453
2022
Q2 		$0 Buy
+441
New +$8.25K ﹤0.01% 809

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

HHM Wealth Advisors's IBN Position: Q2 2024 in Review

HHM Wealth Advisors sold out of ICICI Bank (IBN) in Q2 2024, closing a stake of 441 shares — an estimated $11.6K sold.

HHM Wealth Advisors first reported a position in IBN in Q2 2022 and held it in 8 quarters. The position peaked at $11.6K in Q1 2024. 534 funds tracked by Wall St. Rank hold IBN as of Q2 2024.

  • HHM Wealth Advisors reported no remaining ICICI Bank position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 441 ICICI Bank shares in Q2 2024, an estimated $11.6K.
  • HHM Wealth Advisors first reported a position in ICICI Bank in Q2 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's ICICI Bank position peaked at $11.6K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.