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WR Wealth Planners’s ICICI Bank IBN Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-2,772
Closed -$82.7K – 1146
2024
Q3 		$82.7K Hold
2,772
– – 0.02% 279
2024
Q2 		$79.9K Hold
2,772
– – 0.02% 273
2024
Q1 		$73.2K Buy
+2,772
New +$69.2K 0.02% 290
2023
Q4 		– Sell
-2,772
Closed -$64.1K – 494
2023
Q3 		$64.1K Hold
2,772
– – 0.02% 293
2023
Q2 		$64K Hold
2,772
– – 0.02% 289
2023
Q1 		$59.8K Buy
+2,772
New +$57.8K 0.03% 295

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WR Wealth Planners's IBN Position: Q4 2024 in Review

WR Wealth Planners sold out of ICICI Bank (IBN) in Q4 2024, closing a stake of 2,772 shares — an estimated $82.7K sold.

WR Wealth Planners first reported a position in IBN in Q1 2023 and held it in 6 quarters. The position peaked at $82.7K in Q3 2024. 553 funds tracked by Wall St. Rank hold IBN as of Q4 2024.

  • WR Wealth Planners reported no remaining ICICI Bank position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2,772 ICICI Bank shares in Q4 2024, an estimated $82.7K.
  • WR Wealth Planners first reported a position in ICICI Bank in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's ICICI Bank position peaked at $82.7K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.