SW
IBN icon

Simplicity Wealth’s ICICI Bank IBN Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-32,108
Closed -$925K – 811
2024
Q2 		$925K Buy
32,108
+3,542
+12% +$94.9K 0.02% 559
2024
Q1 		$754K Buy
+28,566
New +$713K 0.02% 599

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Simplicity Wealth's IBN Position: Q3 2024 in Review

Simplicity Wealth sold out of ICICI Bank (IBN) in Q3 2024, closing a stake of 32,108 shares — an estimated $925K sold.

Simplicity Wealth first reported a position in IBN in Q1 2024 and held it in 2 quarters. The position peaked at $925K in Q2 2024. 533 funds tracked by Wall St. Rank hold IBN as of Q3 2024.

  • Simplicity Wealth reported no remaining ICICI Bank position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 32,108 ICICI Bank shares in Q3 2024, an estimated $925K.
  • Simplicity Wealth first reported a position in ICICI Bank in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's ICICI Bank position peaked at $925K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.