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Lake Street Private Wealth’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Lake Street Private Wealth’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
Q4 		– Sell
-3,621
Closed -$204K – 262
2024
Q3 		$204K Buy
+3,621
New +$198K 0.03% 250

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Lake Street Private Wealth's INDY Position: Q4 2024 in Review

Lake Street Private Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2024, closing a stake of 3,621 shares — an estimated $204K sold.

Lake Street Private Wealth first reported a position in INDY in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 96 funds tracked by Wall St. Rank hold INDY as of Q4 2024.

  • Lake Street Private Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,621 iShares S&P India Nifty 50 Index Fund shares in Q4 2024, an estimated $204K.
  • Lake Street Private Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $204K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.