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

Tompkins Financial’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 Q4	–	Sell	-400	Closed	-$22.5K	–	559
2024 Q3	$22.5K	Hold	400	–	–	﹤0.01%	404
2024 Q2	$21.5K	Hold	400	–	–	﹤0.01%	425
2024 Q1	$20.2K	Hold	400	–	–	﹤0.01%	429
2023 Q4	$19.7K	Hold	400	–	–	﹤0.01%	425
2023 Q3	$18.1K	Sell	400 -200	-33%	-$9.1K	﹤0.01%	413
2023 Q2	$27K	Hold	600	–	–	﹤0.01%	393
2023 Q1	$24.7K	Hold	600	–	–	﹤0.01%	400
2022 Q4	$25K	Hold	600	–	–	﹤0.01%	402
2022 Q3	$25K	Hold	600	–	–	﹤0.01%	398
2022 Q2	$25K	Hold	600	–	–	﹤0.01%	396
2022 Q1	$28K	Buy	+600	New	+$27.9K	﹤0.01%	406
2020 Q1	–	Sell	-1,589	Closed	-$61K	–	431
2019 Q4	$61K	Buy	+1,589	New	+$59.7K	0.01%	240

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Tompkins Financial's INDY Position: Q4 2024 in Review

Tompkins Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2024, closing a stake of 400 shares — an estimated $22.5K sold.

Tompkins Financial first reported a position in INDY in Q4 2019 and held it in 12 quarters. The position peaked at $61K in Q4 2019. 96 funds tracked by Wall St. Rank hold INDY as of Q4 2024.

Tompkins Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 400 iShares S&P India Nifty 50 Index Fund shares in Q4 2024, an estimated $22.5K.
Tompkins Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2019 and held it in 12 quarters.
Tompkins Financial's iShares S&P India Nifty 50 Index Fund position peaked at $61K in Q4 2019.
96 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.