SOS
INDY icon

Silver Oak Securities’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-27,031
Closed -$1.33M – 511
2023
Q4 		$1.33M Buy
+27,031
New +$1.25M 0.18% 134

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Silver Oak Securities's INDY Position: Q1 2024 in Review

Silver Oak Securities sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2024, closing a stake of 27,031 shares — an estimated $1.33M sold.

Silver Oak Securities first reported a position in INDY in Q4 2023 and held it in 1 quarter. The position peaked at $1.33M in Q4 2023. 101 funds tracked by Wall St. Rank hold INDY as of Q1 2024.

  • Silver Oak Securities reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 27,031 iShares S&P India Nifty 50 Index Fund shares in Q1 2024, an estimated $1.33M.
  • Silver Oak Securities first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 1 quarter.
  • Silver Oak Securities's iShares S&P India Nifty 50 Index Fund position peaked at $1.33M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.