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

Trek 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
2023
Q4 		– Sell
-12,788
Closed -$578K – 339
2023
Q3 		$578K Buy
+12,788
New +$582K 0.05% 169

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trek Financial's INDY Position: Q4 2023 in Review

Trek Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2023, closing a stake of 12,788 shares — an estimated $578K sold.

Trek Financial first reported a position in INDY in Q3 2023 and held it in 1 quarter. The position peaked at $578K in Q3 2023. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2023.

  • Trek Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2023 after selling out during the quarter.
  • Trek Financial sold 12,788 iShares S&P India Nifty 50 Index Fund shares in Q4 2023, an estimated $578K.
  • Trek Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2023 and held it in 1 quarter.
  • Trek Financial's iShares S&P India Nifty 50 Index Fund position peaked at $578K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2023.

Based on Trek Financial's 13F filing for Q4 2023, filed 8 Feb 2024.