Kingsview Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Kingsview Wealth Management’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
2024 Q2	–	Sell	-6,943	Closed	-$350K	–	1080
2024 Q1	$350K	Sell	6,943 -2,626	-27%	-$131K	0.01%	765
2023 Q4	$471K	Buy	9,569 +3,226	+51%	+$149K	0.01%	645
2023 Q3	$287K	Sell	6,343 -4,696	-43%	-$214K	0.01%	760
2023 Q2	$497K	Sell	11,039 -8,778	-44%	-$376K	0.02%	589
2023 Q1	$815K	Sell	19,817 -9,503	-32%	-$396K	0.03%	448
2022 Q4	$1.24M	Buy	+29,320	New	+$1.29M	0.05%	306

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

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

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Kingsview Wealth Management's INDY Position: Q2 2024 in Review

Kingsview Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2024, closing a stake of 6,943 shares — an estimated $350K sold.

Kingsview Wealth Management first reported a position in INDY in Q4 2022 and held it in 6 quarters. The position peaked at $1.24M in Q4 2022. 102 funds tracked by Wall St. Rank hold INDY as of Q2 2024.

Kingsview Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 6,943 iShares S&P India Nifty 50 Index Fund shares in Q2 2024, an estimated $350K.
Kingsview Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2022 and held it in 6 quarters.
Kingsview Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $1.24M in Q4 2022.
102 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.