WWM
IFN

Western Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Western Wealth Management’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,008
Closed -$205K – 691
2024
Q4 		$205K Sell
13,008
-4,252
-25% -$74.6K 0.01% 639
2024
Q3 		$328K Buy
17,260
+1,601
+10% +$29.3K 0.02% 570
2024
Q2 		$280K Sell
15,659
-150
-0.9% -$2.73K 0.02% 521
2024
Q1 		$324K Buy
15,809
+4,050
+34% +$79.8K 0.03% 483
2023
Q4 		$215K Buy
+11,759
New +$202K 0.02% 638

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's IFN Position: Q1 2025 in Review

Western Wealth Management sold out of Aberdeen India Fund (IFN) in Q1 2025, closing a stake of 13,008 shares — an estimated $205K sold.

Western Wealth Management first reported a position in IFN in Q4 2023 and held it in 5 quarters. The position peaked at $328K in Q3 2024. 80 funds tracked by Wall St. Rank hold IFN as of Q1 2025.

  • Western Wealth Management reported no remaining Aberdeen India Fund position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 13,008 Aberdeen India Fund shares in Q1 2025, an estimated $205K.
  • Western Wealth Management first reported a position in Aberdeen India Fund in Q4 2023 and held it in 5 quarters.
  • Western Wealth Management's Aberdeen India Fund position peaked at $328K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.