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Realta Investment Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Realta Investment 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 		– Sell
-13,266
Closed -$712K – 545
2024
Q2 		$712K Buy
13,266
+702
+6% +$35.9K 0.14% 164
2024
Q1 		$634K Buy
12,564
+208
+2% +$10.4K 0.13% 189
2023
Q4 		$609K Buy
12,356
+1,005
+9% +$46.4K 0.14% 187
2023
Q3 		$511K Hold
11,351
– – 0.12% 205
2023
Q2 		$511K Sell
11,351
-1,212
-10% -$51.9K 0.11% 216
2023
Q1 		$516K Sell
12,563
-500
-4% -$20.9K 0.13% 201
2022
Q4 		$553K Buy
13,063
+771
+6% +$33.8K 0.13% 185
2022
Q3 		$519K Buy
12,292
+20
+0.2% +$872 0.14% 186
2022
Q2 		$505K Buy
12,272
+150
+1% +$6.53K 0.12% 186
2022
Q1 		$560K Buy
12,122
+52
+0.4% +$2.42K 0.11% 194
2021
Q4 		$571K Buy
12,070
+1,362
+13% +$69.1K 0.13% 193
2021
Q3 		$552K Buy
10,708
+493
+5% +$24.2K 0.13% 188
2021
Q2 		$477K Buy
10,215
+480
+5% +$21.7K 0.11% 207
2021
Q1 		$437K Buy
9,735
+1,476
+18% +$66.1K 0.12% 216
2020
Q4 		$351K Buy
8,259
+81
+1% +$3.12K 0.1% 220
2020
Q3 		$285K Buy
8,178
+172
+2% +$5.86K 0.1% 228
2020
Q2 		$247K Buy
+8,006
New +$226K 0.08% 280
2020
Q1 		– Sell
-5,621
Closed -$215K – 829
2019
Q4 		$215K Buy
5,621
+1,796
+47% +$67.4K 0.06% 320
2019
Q3 		$142K Buy
3,825
+2,355
+160% +$84.7K 0.04% 417
2019
Q2 		$57K Buy
1,470
+1,300
+765% +$49.5K 0.02% 637
2019
Q1 		$7K Buy
+170
New +$6.02K ﹤0.01% 994

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

Realta Investment Advisors's INDY Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2024, closing a stake of 13,266 shares — an estimated $712K sold.

Realta Investment Advisors first reported a position in INDY in Q1 2019 and held it in 21 quarters. The position peaked at $712K in Q2 2024. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 13,266 iShares S&P India Nifty 50 Index Fund shares in Q3 2024, an estimated $712K.
  • Realta Investment Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $712K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.