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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return