SLWA
IFN

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

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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.