San Luis Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

San Luis Wealth Advisors’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-697	Closed	-$15K	–	241
2022 Q1	$15K	Buy	+697	New	+$14K	0.01%	333

Other funds holding IFN

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

San Luis Wealth Advisors's IFN Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Aberdeen India Fund (IFN) in Q2 2022, closing a stake of 697 shares — an estimated $15K sold.

San Luis Wealth Advisors first reported a position in IFN in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 57 funds tracked by Wall St. Rank hold IFN as of Q2 2022.

San Luis Wealth Advisors reported no remaining Aberdeen India Fund position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 697 Aberdeen India Fund shares in Q2 2022, an estimated $15K.
San Luis Wealth Advisors first reported a position in Aberdeen India Fund in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Aberdeen India Fund position peaked at $15K in Q1 2022.
57 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.