WWM
IFN

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

Whalen 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
2024
Q1 		– Sell
-33,446
Closed -$612K – 138
2023
Q4 		$612K Buy
+33,446
New +$574K 0.55% 51

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whalen Wealth Management's IFN Position: Q1 2024 in Review

Whalen Wealth Management sold out of Aberdeen India Fund (IFN) in Q1 2024, closing a stake of 33,446 shares — an estimated $612K sold.

Whalen Wealth Management first reported a position in IFN in Q4 2023 and held it in 1 quarter. The position peaked at $612K in Q4 2023. 66 funds tracked by Wall St. Rank hold IFN as of Q1 2024.

  • Whalen Wealth Management reported no remaining Aberdeen India Fund position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 33,446 Aberdeen India Fund shares in Q1 2024, an estimated $612K.
  • Whalen Wealth Management first reported a position in Aberdeen India Fund in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's Aberdeen India Fund position peaked at $612K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.