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

SVB Wealth’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
Q3 		– Sell
-4,025
Closed -$216K – 297
2024
Q2 		$216K Sell
4,025
-25
-0.6% -$1.28K 0.01% 658
2024
Q1 		$204K Buy
+4,050
New +$202K ﹤0.01% 760
2020
Q1 		– Sell
-617
Closed -$24K – 642
2019
Q4 		$24K Buy
+617
New +$23.2K ﹤0.01% 620

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SVB Wealth's INDY Position: Q3 2024 in Review

SVB Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2024, closing a stake of 4,025 shares — an estimated $216K sold.

SVB Wealth first reported a position in INDY in Q4 2019 and held it in 3 quarters. The position peaked at $216K in Q2 2024. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • SVB Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 4,025 iShares S&P India Nifty 50 Index Fund shares in Q3 2024, an estimated $216K.
  • SVB Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $216K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.