KFI
IFN

Key Financial Inc’s Aberdeen India Fund IFN Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-303
Closed -$4.87K – 1187
2022
Q4 		$4.87K Hold
303
– – ﹤0.01% 795
2022
Q3 		$5K Buy
303
+7
+2% +$120 ﹤0.01% 788
2022
Q2 		$5K Buy
296
+9
+3% +$159 ﹤0.01% 790
2022
Q1 		$6K Buy
287
+10
+4% +$201 ﹤0.01% 745
2021
Q4 		$6K Hold
277
– – ﹤0.01% 679
2021
Q3 		$6K Hold
277
– – ﹤0.01% 672
2021
Q2 		$6K Hold
277
– – ﹤0.01% 658
2021
Q1 		$6K Hold
277
– – ﹤0.01% 563
2020
Q4 		$6K Buy
+277
New +$5.03K ﹤0.01% 523
2020
Q2 		– Sell
-277
Closed -$4K – 343
2020
Q1 		$4K Buy
+277
New +$5.11K ﹤0.01% 527

Other funds holding IFN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Key Financial Inc's IFN Position: Q1 2023 in Review

Key Financial Inc sold out of Aberdeen India Fund (IFN) in Q1 2023, closing a stake of 303 shares — an estimated $4.87K sold.

Key Financial Inc first reported a position in IFN in Q1 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 61 funds tracked by Wall St. Rank hold IFN as of Q1 2023.

  • Key Financial Inc reported no remaining Aberdeen India Fund position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 303 Aberdeen India Fund shares in Q1 2023, an estimated $4.87K.
  • Key Financial Inc first reported a position in Aberdeen India Fund in Q1 2020 and held it in 10 quarters.
  • Key Financial Inc's Aberdeen India Fund position peaked at $6K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.