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Regent Peak Wealth Advisors’s ICICI Bank IBN Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-251
Closed -$4K – 531
2020
Q4 		$4K Buy
+251
New +$3.15K ﹤0.01% 698

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Regent Peak Wealth Advisors's IBN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ICICI Bank (IBN) in Q1 2021, closing a stake of 251 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in IBN in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 376 funds tracked by Wall St. Rank hold IBN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ICICI Bank position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 251 ICICI Bank shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in ICICI Bank in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ICICI Bank position peaked at $4K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.