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Wealth Enhancement & Preservation of GA’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-5,351
Closed -$226K – 45
2022
Q4 		$226K Sell
5,351
-662
-11% -$29K 0.37% 43
2022
Q3 		$254K Buy
+6,013
New +$262K 0.41% 49

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's INDY Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2023, closing a stake of 5,351 shares — an estimated $226K sold.

Wealth Enhancement & Preservation of GA first reported a position in INDY in Q3 2022 and held it in 2 quarters. The position peaked at $254K in Q3 2022. 79 funds tracked by Wall St. Rank hold INDY as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 5,351 iShares S&P India Nifty 50 Index Fund shares in Q1 2023, an estimated $226K.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2022 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's iShares S&P India Nifty 50 Index Fund position peaked at $254K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.