Wealthspire Advisors (Maryland)’s ICICI Bank IBN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$124K	Sell	12,599 -31,445	-71%	-$313K	﹤0.01%	463
2020 Q2	$409K	Buy	44,044 +1,498	+4%	+$13.3K	0.03%	292
2020 Q1	$362K	Sell	42,546 -9,650	-18%	-$128K	0.03%	276
2019 Q4	$788K	Sell	52,196 -3,855	-7%	-$52.3K	0.05%	205
2019 Q3	$683K	Sell	56,051 -410	-0.7%	-$4.81K	0.05%	207
2019 Q2	$711K	Sell	56,461 -310	-0.5%	-$3.59K	0.05%	192
2019 Q1	$651K	Buy	56,771 +10,090	+22%	+$105K	0.05%	208
2018 Q4	$480K	Buy	46,681 +33,700	+260%	+$318K	0.04%	229
2018 Q3	$110K	Buy	12,981 +12,664	+3,995%	+$112K	0.01%	647
2018 Q2	$3K	Buy	317 +282	+806%	+$2.42K	﹤0.01%	2010
2018 Q1	$0	Hold	35	–	–	﹤0.01%	2559
2017 Q4	$0	Buy	+35	New	+$322	﹤0.01%	2487
2017 Q3	–	Sell	-51	Closed	–	–	2343
2017 Q2	$0	Buy	51 +17	+50%	+$144	﹤0.01%	2230
2017 Q1	$0	Buy	+34	New	+$254	﹤0.01%	1969

Other funds holding IBN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its ICICI Bank (IBN) stake by 71% in Q3 2020, selling an estimated $313K and leaving 12,599 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Wealthspire Advisors (Maryland) first reported a position in IBN in Q1 2017 and has held it in 14 quarters since. The position peaked at $788K in Q4 2019. 317 funds tracked by Wall St. Rank hold IBN as of Q3 2020.

Wealthspire Advisors (Maryland) held 12,599 shares of ICICI Bank worth $124K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 31,445 ICICI Bank shares in Q3 2020, an estimated $313K.
ICICI Bank made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #463 holding.
Wealthspire Advisors (Maryland) first reported a position in ICICI Bank in Q1 2017 and has held it in 14 quarters since.
Wealthspire Advisors (Maryland)'s ICICI Bank position peaked at $788K in Q4 2019.
317 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.