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One Wealth Advisors’s ICICI Bank IBN Stock Holding History

One Wealth Advisors’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
-12,916
Closed -$363K – 270
2024
Q2 		$363K Buy
12,916
+254
+2% +$6.8K 0.08% 140
2024
Q1 		$334K Buy
12,662
+2,799
+28% +$69.9K 0.06% 172
2023
Q4 		$235K Buy
+9,863
New +$227K 0.05% 190
2023
Q3 		– Sell
-9,878
Closed -$228K – 203
2023
Q2 		$228K Buy
9,878
+139
+1% +$3.14K 0.05% 185
2023
Q1 		$210K Sell
9,739
-8,824
-48% -$184K 0.05% 192
2022
Q4 		$406K Buy
18,563
+114
+0.6% +$2.54K 0.09% 114
2022
Q3 		$387K Buy
18,449
+57
+0.3% +$1.2K 0.13% 96
2022
Q2 		$326K Buy
18,392
+329
+2% +$6.15K 0.09% 122
2022
Q1 		$342K Buy
18,063
+763
+4% +$15.2K 0.08% 125
2021
Q4 		$342K Sell
17,300
-318
-2% -$6.28K 0.09% 121
2021
Q3 		$332K Buy
17,618
+360
+2% +$6.75K 0.1% 131
2021
Q2 		$295K Buy
17,258
+1,905
+12% +$31.7K 0.09% 127
2021
Q1 		$246K Buy
15,353
+459
+3% +$7.5K 0.09% 125
2020
Q4 		$221K Buy
14,894
+435
+3% +$5.47K 0.12% 114
2020
Q3 		$142K Buy
14,459
+1,611
+13% +$16K 0.1% 86
2020
Q2 		$119K Buy
12,848
+127
+1% +$1.13K 0.09% 80
2020
Q1 		$108K Sell
12,721
-544
-4% -$7.2K 0.11% 84
2019
Q4 		$200K Sell
13,265
-690
-5% -$9.37K 0.15% 108
2019
Q3 		$170K Sell
13,955
-899
-6% -$10.5K 0.15% 104
2019
Q2 		$187K Sell
14,854
-410
-3% -$4.75K 0.15% 113
2019
Q1 		$175K Buy
15,264
+21
+0.1% +$218 0.14% 130
2018
Q4 		$157K Buy
15,243
+613
+4% +$5.79K 0.16% 99
2018
Q3 		$124K Buy
14,630
+20
+0.1% +$177 0.09% 167
2018
Q2 		$117K Buy
14,610
+114
+0.8% +$977 0.09% 176
2018
Q1 		$128K Sell
14,496
-26
-0.2% -$257 0.11% 149
2017
Q4 		$141K Buy
+14,522
New +$134K 0.11% 160

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

One Wealth Advisors's IBN Position: Q3 2024 in Review

One Wealth Advisors sold out of ICICI Bank (IBN) in Q3 2024, closing a stake of 12,916 shares — an estimated $363K sold.

One Wealth Advisors first reported a position in IBN in Q4 2017 and held it in 26 quarters. The position peaked at $406K in Q4 2022. 533 funds tracked by Wall St. Rank hold IBN as of Q3 2024.

  • One Wealth Advisors reported no remaining ICICI Bank position as of Q3 2024 after selling out during the quarter.
  • One Wealth Advisors sold 12,916 ICICI Bank shares in Q3 2024, an estimated $363K.
  • One Wealth Advisors first reported a position in ICICI Bank in Q4 2017 and held it in 26 quarters.
  • One Wealth Advisors's ICICI Bank position peaked at $406K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2024.

Based on One Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.