NC
INDY icon

NewSquare Capital’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

NewSquare Capital’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
2023
Q3 		– Sell
-100
Closed -$4.5K – 736
2023
Q2 		$4.5K Sell
100
-305
-75% -$13.1K ﹤0.01% 433
2023
Q1 		$16.6K Sell
405
-111,565
-100% -$4.65M ﹤0.01% 289
2022
Q4 		$4.74M Buy
111,970
+92,590
+478% +$4.06M 0.59% 67
2022
Q3 		$818K Buy
19,380
+188
+1% +$8.2K 0.1% 122
2022
Q2 		$787K Sell
19,192
-2,625
-12% -$114K 0.1% 121
2022
Q1 		$1.01M Sell
21,817
-155
-0.7% -$7.21K 0.11% 126
2021
Q4 		$1.04M Buy
+21,972
New +$1.12M 0.11% 124
2020
Q1 		– Sell
-15
Closed -$1K – 378
2019
Q4 		$1K Sell
15
-90
-86% -$3.38K ﹤0.01% 294
2019
Q3 		$4K Sell
105
-48,839
-100% -$1.76M ﹤0.01% 235
2019
Q2 		$1.88M Buy
+48,944
New +$1.86M 0.34% 55
2018
Q4 		– Sell
-44,800
Closed -$1.53M – 342
2018
Q3 		$1.53M Buy
44,800
+44,730
+63,900% +$1.63M 0.29% 65
2018
Q2 		$3K Sell
70
-517
-88% -$18.4K ﹤0.01% 279
2018
Q1 		$2K Sell
587
-50,049
-99% -$1.84M ﹤0.01% 311
2017
Q4 		$1.88M Buy
50,636
+1,284
+3% +$46K 0.43% 37
2017
Q3 		$1.66M Sell
49,352
-900
-2% -$31.6K 0.4% 37
2017
Q2 		$1.62M Buy
+50,252
New +$1.68M 0.39% 37
2016
Q1 		– Sell
-26,702
Closed -$726K – 408
2015
Q4 		$726K Buy
26,702
+2,967
+13% +$81.9K 0.2% 65
2015
Q3 		$662K Buy
+23,735
New +$686K 0.2% 63

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's INDY Position: Q3 2023 in Review

NewSquare Capital sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2023, closing a stake of 100 shares — an estimated $4.5K sold.

NewSquare Capital first reported a position in INDY in Q3 2015 and held it in 18 quarters. The position peaked at $4.74M in Q4 2022. 84 funds tracked by Wall St. Rank hold INDY as of Q3 2023.

  • NewSquare Capital reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 100 iShares S&P India Nifty 50 Index Fund shares in Q3 2023, an estimated $4.5K.
  • NewSquare Capital first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2015 and held it in 18 quarters.
  • NewSquare Capital's iShares S&P India Nifty 50 Index Fund position peaked at $4.74M in Q4 2022.
  • 84 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.