Patriot Financial Group Insurance Agency’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-51	Closed	-$2K	–	1133
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	1767
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	1852
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	1940
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	1848
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	1877
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	1779
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	1637
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	1455
2020 Q2	$2K	Hold	51	–	–	﹤0.01%	1394
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	1443
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	1123
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	1093
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	1115
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	1008
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	832
2018 Q3	$2K	Hold	51	–	–	﹤0.01%	858
2018 Q2	$2K	Hold	51	–	–	﹤0.01%	541
2018 Q1	$2K	Buy	+51	New	+$1.87K	﹤0.01%	869

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2022, closing a stake of 51 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in INDY in Q1 2018 and held it in 18 quarters. The position peaked at $3K in Q3 2021. 76 funds tracked by Wall St. Rank hold INDY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 iShares S&P India Nifty 50 Index Fund shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2018 and held it in 18 quarters.
Patriot Financial Group Insurance Agency's iShares S&P India Nifty 50 Index Fund position peaked at $3K in Q3 2021.
76 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2022.

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