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Raymond James Financial Services Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$771K Buy
13,687
+366
+3% +$20K ﹤0.01% 2340
2024
Q2 		$715K Buy
13,321
+1,903
+17% +$97.3K ﹤0.01% 2293
2024
Q1 		$576K Buy
+11,418
New +$569K ﹤0.01% 2415
2022
Q2 		– Sell
-8,269
Closed -$382K – 3343
2022
Q1 		$382K Buy
+8,269
New +$385K ﹤0.01% 2540
2021
Q4 		– Sell
-4,298
Closed -$222K – 3381
2021
Q3 		$222K Sell
4,298
-678
-14% -$33.3K ﹤0.01% 2901
2021
Q2 		$233K Buy
+4,976
New +$225K ﹤0.01% 2901
2021
Q1 		– Sell
-13,533
Closed -$574K – 3232
2020
Q4 		$574K Sell
13,533
-8,352
-38% -$321K ﹤0.01% 2050
2020
Q3 		$762K Sell
21,885
-30,471
-58% -$1.04M ﹤0.01% 1713
2020
Q2 		$1.62M Buy
52,356
+40,672
+348% +$1.15M 0.01% 1207
2020
Q1 		$300K Buy
+11,684
New +$406K ﹤0.01% 1847
2019
Q3 		– Sell
-116,838
Closed -$4.49M – 2871
2019
Q2 		$4.49M Buy
+116,838
New +$4.45M 0.02% 722
2016
Q2 		– Sell
-13,109
Closed -$353K – 2309
2016
Q1 		$353K Sell
13,109
-8,818
-40% -$223K ﹤0.01% 1442
2015
Q4 		$596K Sell
21,927
-1,441
-6% -$39.8K 0.01% 1131
2015
Q3 		$652K Buy
+23,368
New +$676K 0.01% 929

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Raymond James Financial Services Advisors's INDY Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 2.7% in Q3 2024, buying an estimated $20K and bringing the position to 13,687 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Raymond James Financial Services Advisors first reported a position in INDY in Q3 2015 and has held it in 14 quarters since. The position peaked at $4.49M in Q2 2019. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • Raymond James Financial Services Advisors held 13,687 shares of iShares S&P India Nifty 50 Index Fund worth $771K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 366 iShares S&P India Nifty 50 Index Fund shares in Q3 2024, an estimated $20K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2340 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2015 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $4.49M in Q2 2019.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.