SWS
IBN icon

SYSTM Wealth Solutions’s ICICI Bank IBN Stock Holding History

SYSTM Wealth Solutions’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
-8,819
Closed -$254K – 341
2024
Q2 		$254K Sell
8,819
-17,499
-66% -$469K 0.06% 180
2024
Q1 		$695K Sell
26,318
-17,347
-40% -$433K 0.09% 246
2023
Q4 		$1.04M Sell
43,665
-2,136
-5% -$49.2K 0.14% 189
2023
Q3 		$1.06M Sell
45,801
-1,946
-4% -$45.8K 0.16% 177
2023
Q2 		$1.1M Buy
47,747
+17,814
+60% +$403K 0.15% 187
2023
Q1 		$646K Sell
29,933
-18,368
-38% -$383K 0.1% 251
2022
Q4 		$1.06M Buy
+48,301
New +$1.08M 0.13% 198

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $122B AUM 29.27% 1-Year Est. Return

SYSTM Wealth Solutions's IBN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of ICICI Bank (IBN) in Q3 2024, closing a stake of 8,819 shares — an estimated $254K sold.

SYSTM Wealth Solutions first reported a position in IBN in Q4 2022 and held it in 7 quarters. The position peaked at $1.1M in Q2 2023. 531 funds tracked by Wall St. Rank hold IBN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining ICICI Bank position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,819 ICICI Bank shares in Q3 2024, an estimated $254K.
  • SYSTM Wealth Solutions first reported a position in ICICI Bank in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's ICICI Bank position peaked at $1.1M in Q2 2023.
  • 531 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.