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KCS Wealth Advisory’s ICICI Bank IBN Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		– Sell
-8,761
Closed -$202K – 142
2023
Q2 		$202K Buy
+8,761
New +$198K 0.07% 152
2023
Q1 		– Sell
-10,202
Closed -$223K – 148
2022
Q4 		$223K Sell
10,202
-104
-1% -$2.32K 0.09% 138
2022
Q3 		$216K Sell
10,306
-6,009
-37% -$127K 0.1% 136
2022
Q2 		$289K Sell
16,315
-1,037
-6% -$19.4K 0.13% 130
2022
Q1 		$329K Sell
17,352
-3,235
-16% -$64.6K 0.15% 126
2021
Q4 		$407K Sell
20,587
-1,137
-5% -$22.5K 0.16% 121
2021
Q3 		$410K Sell
21,724
-23,783
-52% -$446K 0.19% 104
2021
Q2 		$778K Buy
45,507
+967
+2% +$16.1K 0.37% 86
2021
Q1 		$714K Buy
44,540
+378
+0.9% +$6.17K 0.37% 82
2020
Q4 		$656K Buy
44,162
+515
+1% +$6.47K 0.43% 80
2020
Q3 		$429K Sell
43,647
-3,479
-7% -$34.6K 0.34% 101
2020
Q2 		$438K Sell
47,126
-26,093
-36% -$232K 0.36% 94
2020
Q1 		$622K Buy
73,219
+5,609
+8% +$74.3K 0.63% 62
2019
Q4 		$1.02M Sell
67,610
-156
-0.2% -$2.12K 0.76% 60
2019
Q3 		$825K Buy
67,766
+2,630
+4% +$30.8K 0.57% 75
2019
Q2 		$820K Buy
65,136
+8,398
+15% +$97.3K 0.65% 68
2019
Q1 		$650K Buy
56,738
+10,986
+24% +$114K 0.57% 85
2018
Q4 		$471K Sell
45,752
-381
-0.8% -$3.6K 0.5% 93
2018
Q3 		$392K Sell
46,133
-2,376
-5% -$21K 0.36% 107
2018
Q2 		$390K Sell
48,509
-1,780
-4% -$15.3K 0.36% 107
2018
Q1 		$445K Buy
50,289
+368
+0.7% +$3.64K 0.4% 100
2017
Q4 		$486K Buy
+49,921
New +$460K 0.47% 84

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

KCS Wealth Advisory's IBN Position: Q3 2023 in Review

KCS Wealth Advisory sold out of ICICI Bank (IBN) in Q3 2023, closing a stake of 8,761 shares — an estimated $202K sold.

KCS Wealth Advisory first reported a position in IBN in Q4 2017 and held it in 22 quarters. The position peaked at $1.02M in Q4 2019. 455 funds tracked by Wall St. Rank hold IBN as of Q3 2023.

  • KCS Wealth Advisory reported no remaining ICICI Bank position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 8,761 ICICI Bank shares in Q3 2023, an estimated $202K.
  • KCS Wealth Advisory first reported a position in ICICI Bank in Q4 2017 and held it in 22 quarters.
  • KCS Wealth Advisory's ICICI Bank position peaked at $1.02M in Q4 2019.
  • 455 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.