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OneAscent Wealth Management’s ICICI Bank IBN Stock Holding History

OneAscent 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
2021
Q1 		$176K Sell
11,005
-1,678
-13% -$27.4K 0.08% 210
2020
Q4 		$188K Buy
+12,683
New +$159K 0.09% 194

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OneAscent Wealth Management's IBN Position: Q1 2021 in Review

OneAscent Wealth Management reduced its ICICI Bank (IBN) stake by 13% in Q1 2021, selling an estimated $27.4K and leaving 11,005 shares worth $176K. The position accounts for 0.08% of the portfolio, ranked #210.

OneAscent Wealth Management first reported a position in IBN in Q4 2020 and has held it in 2 quarters since. The position peaked at $188K in Q4 2020. 376 funds tracked by Wall St. Rank hold IBN as of Q1 2021.

  • OneAscent Wealth Management held 11,005 shares of ICICI Bank worth $176K as of Q1 2021.
  • OneAscent Wealth Management sold 1,678 ICICI Bank shares in Q1 2021, an estimated $27.4K.
  • ICICI Bank made up 0.08% of OneAscent Wealth Management's portfolio in Q1 2021, its #210 holding.
  • OneAscent Wealth Management first reported a position in ICICI Bank in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's ICICI Bank position peaked at $188K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.