Patriot Financial Group Insurance Agency’s ICICI Bank IBN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,578	Closed	-$28K	–	1090
2022 Q2	$28K	Hold	1,578	–	–	0.01%	909
2022 Q1	$30K	Buy	1,578 +259	+20%	+$5.17K	0.01%	944
2021 Q4	$26K	Buy	1,319 +47	+4%	+$929	﹤0.01%	1105
2021 Q3	$24K	Hold	1,272	–	–	﹤0.01%	1136
2021 Q2	$22K	Hold	1,272	–	–	﹤0.01%	1132
2021 Q1	$20K	Sell	1,272 -41	-3%	-$670	﹤0.01%	1095
2020 Q4	$20K	Hold	1,313	–	–	0.01%	967
2020 Q3	$13K	Hold	1,313	–	–	﹤0.01%	946
2020 Q2	$12K	Buy	1,313 +84	+7%	+$746	﹤0.01%	906
2020 Q1	$10K	Buy	1,229 +679	+123%	+$8.99K	﹤0.01%	859
2019 Q4	$8K	Hold	550	–	–	﹤0.01%	884
2019 Q3	$7K	Hold	550	–	–	﹤0.01%	869
2019 Q2	$7K	Hold	550	–	–	﹤0.01%	871
2019 Q1	$6K	Hold	550	–	–	﹤0.01%	806
2018 Q4	$1K	Hold	550	–	–	﹤0.01%	905
2018 Q3	$5K	Buy	+550	New	+$4.86K	﹤0.01%	737

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IBN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ICICI Bank (IBN) in Q3 2022, closing a stake of 1,578 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in IBN in Q3 2018 and held it in 16 quarters. The position peaked at $30K in Q1 2022. 400 funds tracked by Wall St. Rank hold IBN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ICICI Bank position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,578 ICICI Bank shares in Q3 2022, an estimated $28K.
Patriot Financial Group Insurance Agency first reported a position in ICICI Bank in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's ICICI Bank position peaked at $30K in Q1 2022.
400 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.