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Surevest’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Surevest’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
2022
Q3 		$9K Sell
220
-911
-81% -$39.7K ﹤0.01% 290
2022
Q2 		$46K Buy
+1,131
New +$49.2K 0.01% 205

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Surevest's INDY Position: Q3 2022 in Review

Surevest reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 81% in Q3 2022, selling an estimated $39.7K and leaving 220 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Surevest first reported a position in INDY in Q2 2022 and has held it in 2 quarters since. The position peaked at $46K in Q2 2022. 76 funds tracked by Wall St. Rank hold INDY as of Q3 2022.

  • Surevest held 220 shares of iShares S&P India Nifty 50 Index Fund worth $9K as of Q3 2022.
  • Surevest sold 911 iShares S&P India Nifty 50 Index Fund shares in Q3 2022, an estimated $39.7K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #290 holding.
  • Surevest first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2022 and has held it in 2 quarters since.
  • Surevest's iShares S&P India Nifty 50 Index Fund position peaked at $46K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.