Pathstone Family Office’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Pathstone Family Office’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	$249K	Buy	+5,500	New	+$250K	﹤0.01%	1395

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Family Office's INDY Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2023: 5,500 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

84 funds tracked by Wall St. Rank hold INDY as of Q3 2023.

Pathstone Family Office held 5,500 shares of iShares S&P India Nifty 50 Index Fund worth $249K as of Q3 2023.
iShares S&P India Nifty 50 Index Fund was a new Pathstone Family Office position in Q3 2023.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1395 holding.
84 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.