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Phoenix Financial’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-30,466
Closed -$1.41M – 399
2022
Q1 		$1.41M Hold
30,466
– – 0.02% 228
2021
Q4 		$1.44M Sell
30,466
-1,843
-6% -$93.6K 0.02% 223
2021
Q3 		$1.67M Sell
32,309
-2,856
-8% -$140K 0.03% 228
2021
Q2 		$1.64M Sell
35,165
-69,991
-67% -$3.17M 0.03% 234
2021
Q1 		$4.72M Buy
+105,156
New +$4.71M 0.11% 152

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial's INDY Position: Q2 2022 in Review

Phoenix Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2022, closing a stake of 30,466 shares — an estimated $1.41M sold.

Phoenix Financial first reported a position in INDY in Q1 2021 and held it in 5 quarters. The position peaked at $4.72M in Q1 2021. 77 funds tracked by Wall St. Rank hold INDY as of Q2 2022.

  • Phoenix Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 30,466 iShares S&P India Nifty 50 Index Fund shares in Q2 2022, an estimated $1.41M.
  • Phoenix Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2021 and held it in 5 quarters.
  • Phoenix Financial's iShares S&P India Nifty 50 Index Fund position peaked at $4.72M in Q1 2021.
  • 77 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.