Polaris Wealth Advisory Group’s ICICI Bank IBN Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-227,227	Closed	-$4.43M	–	153
2022 Q1	$4.43M	Sell	227,227 -145,735	-39%	-$2.91M	0.3%	72
2021 Q4	$7.38M	Sell	372,962 -37,156	-9%	-$734K	0.42%	72
2021 Q3	$7.75M	Sell	410,118 -3,506	-0.8%	-$65.7K	0.46%	68
2021 Q2	$7.08M	Buy	+413,624	New	+$6.88M	0.42%	71
2017 Q4	–	Sell	-178,551	Closed	-$1.53M	–	154
2017 Q3	$1.53M	Buy	178,551 +40,497	+29%	+$370K	0.13%	79
2017 Q2	$1.24M	Buy	138,054 +18,012	+15%	+$152K	0.14%	68
2017 Q1	$939K	Buy	120,042 +5,052	+4%	+$37.7K	0.1%	78
2016 Q4	$783K	Sell	114,990 -8,375	-7%	-$59.7K	0.09%	78
2016 Q3	$838K	Buy	123,365 +11,143	+10%	+$77.7K	0.1%	70
2016 Q2	$733K	Buy	+112,222	New	+$722K	0.11%	57

Other funds holding IBN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's IBN Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of ICICI Bank (IBN) in Q2 2022, closing a stake of 227,227 shares — an estimated $4.43M sold.

Polaris Wealth Advisory Group first reported a position in IBN in Q2 2016 and held it in 10 quarters. The position peaked at $7.75M in Q3 2021. 394 funds tracked by Wall St. Rank hold IBN as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining ICICI Bank position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 227,227 ICICI Bank shares in Q2 2022, an estimated $4.43M.
Polaris Wealth Advisory Group first reported a position in ICICI Bank in Q2 2016 and held it in 10 quarters.
Polaris Wealth Advisory Group's ICICI Bank position peaked at $7.75M in Q3 2021.
394 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.