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Selective Wealth Management’s ICICI Bank IBN Stock Holding History

Selective Wealth Management’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
2020
Q3 		– Sell
-295
Closed -$3K – 357
2020
Q2 		$3K Hold
295
– – ﹤0.01% 346
2020
Q1 		$3K Hold
295
– – ﹤0.01% 247
2019
Q4 		$4K Hold
295
– – ﹤0.01% 241
2019
Q3 		$4K Buy
+295
New +$3.46K 0.01% 244

Other funds holding IBN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's IBN Position: Q3 2020 in Review

Selective Wealth Management sold out of ICICI Bank (IBN) in Q3 2020, closing a stake of 295 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in IBN in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 317 funds tracked by Wall St. Rank hold IBN as of Q3 2020.

  • Selective Wealth Management reported no remaining ICICI Bank position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 295 ICICI Bank shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in ICICI Bank in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's ICICI Bank position peaked at $4K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.