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Waypoint Capital Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Waypoint Capital Advisors’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 		$238K Hold
4,228
– – 0.05% 120
2024
Q2 		$227K Buy
+4,228
New +$216K 0.06% 115

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

Waypoint Capital Advisors's INDY Position: Q3 2024 in Review

Waypoint Capital Advisors held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q3 2024 at 4,228 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #120.

Waypoint Capital Advisors first reported a position in INDY in Q2 2024 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold INDY as of Q3 2024.

  • Waypoint Capital Advisors held 4,228 shares of iShares S&P India Nifty 50 Index Fund worth $238K as of Q3 2024.
  • Waypoint Capital Advisors left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q3 2024.
  • iShares S&P India Nifty 50 Index Fund made up 0.05% of Waypoint Capital Advisors's portfolio in Q3 2024, its #120 holding.
  • Waypoint Capital Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2024 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.