IWM
IFN

IHT Wealth Management’s Aberdeen India Fund IFN Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-10,066
Closed -$191K – 1142
2024
Q3 		$191K Buy
+10,066
New +$184K 0.01% 1094

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IHT Wealth Management's IFN Position: Q4 2024 in Review

IHT Wealth Management sold out of Aberdeen India Fund (IFN) in Q4 2024, closing a stake of 10,066 shares — an estimated $191K sold.

IHT Wealth Management first reported a position in IFN in Q3 2024 and held it in 1 quarter. The position peaked at $191K in Q3 2024. 98 funds tracked by Wall St. Rank hold IFN as of Q4 2024.

  • IHT Wealth Management reported no remaining Aberdeen India Fund position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 10,066 Aberdeen India Fund shares in Q4 2024, an estimated $191K.
  • IHT Wealth Management first reported a position in Aberdeen India Fund in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Aberdeen India Fund position peaked at $191K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.