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Marks Group Wealth Management’s ICICI Bank IBN Stock Holding History

Marks Group Wealth Management’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
2024
Q3 		– Sell
-13,050
Closed -$376K – 301
2024
Q2 		$376K Sell
13,050
-821
-6% -$22K 0.04% 239
2024
Q1 		$366K Sell
13,871
-841
-6% -$21K 0.04% 243
2023
Q4 		$351K Sell
14,712
-534
-4% -$12.3K 0.04% 240
2023
Q3 		$352K Sell
15,246
-4
-0% -$94 0.04% 231
2023
Q2 		$352K Sell
15,250
-32
-0.2% -$724 0.04% 233
2023
Q1 		$330K Sell
15,282
-15,234
-50% -$318K 0.04% 242
2022
Q4 		$668K Sell
30,516
-1,643
-5% -$36.6K 0.09% 184
2022
Q3 		$674K Buy
32,159
+1,304
+4% +$27.5K 0.1% 182
2022
Q2 		$548K Buy
30,855
+3,663
+13% +$68.5K 0.08% 204
2022
Q1 		$515K Buy
27,192
+741
+3% +$14.8K 0.06% 227
2021
Q4 		$523K Buy
26,451
+3,618
+16% +$71.5K 0.06% 232
2021
Q3 		$432K Buy
22,833
+4,849
+27% +$90.9K 0.06% 212
2021
Q2 		$308K Buy
17,984
+687
+4% +$11.4K 0.04% 217
2021
Q1 		$277K Buy
17,297
+683
+4% +$11.2K 0.04% 215
2020
Q4 		$247K Hold
16,614
– – 0.04% 227
2020
Q3 		$163K Hold
16,614
– – 0.03% 231
2020
Q2 		$154K Hold
16,614
– – 0.03% 225
2020
Q1 		$142K Hold
16,614
– – 0.04% 211
2019
Q4 		$251K Buy
+16,614
New +$226K 0.05% 217

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Marks Group Wealth Management's IBN Position: Q3 2024 in Review

Marks Group Wealth Management sold out of ICICI Bank (IBN) in Q3 2024, closing a stake of 13,050 shares — an estimated $376K sold.

Marks Group Wealth Management first reported a position in IBN in Q4 2019 and held it in 19 quarters. The position peaked at $674K in Q3 2022. 533 funds tracked by Wall St. Rank hold IBN as of Q3 2024.

  • Marks Group Wealth Management reported no remaining ICICI Bank position as of Q3 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 13,050 ICICI Bank shares in Q3 2024, an estimated $376K.
  • Marks Group Wealth Management first reported a position in ICICI Bank in Q4 2019 and held it in 19 quarters.
  • Marks Group Wealth Management's ICICI Bank position peaked at $674K in Q3 2022.
  • 533 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2024.

Based on Marks Group Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.