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YorkBridge Wealth Partners’s ICICI Bank IBN Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$549K Sell
25,082
-2,300
-8% -$51.2K 0.14% 120
2022
Q3 		$574K Buy
27,382
+928
+4% +$19.6K 0.15% 113
2022
Q2 		$469K Sell
26,454
-2,062
-7% -$38.6K 0.12% 130
2022
Q1 		$540K Buy
28,516
+221
+0.8% +$4.41K 0.12% 131
2021
Q4 		$560K Buy
28,295
+887
+3% +$17.5K 0.13% 127
2021
Q3 		$517K Buy
27,408
+1,751
+7% +$32.8K 0.13% 122
2021
Q2 		$439K Buy
25,657
+31
+0.1% +$516 0.11% 139
2021
Q1 		$411K Buy
25,626
+5,135
+25% +$83.9K 0.12% 139
2020
Q4 		$304K Sell
20,491
-116
-0.6% -$1.46K 0.1% 147
2020
Q3 		$203K Buy
20,607
+639
+3% +$6.36K 0.09% 171
2020
Q2 		$186K Sell
19,968
-303
-1% -$2.69K 0.09% 170
2020
Q1 		$172K Sell
20,271
-562
-3% -$7.44K 0.11% 152
2019
Q4 		$314K Buy
20,833
+375
+2% +$5.09K 0.14% 140
2019
Q3 		$249K Sell
20,458
-485
-2% -$5.69K 0.13% 151
2019
Q2 		$264K Sell
20,943
-117
-0.6% -$1.36K 0.12% 151
2019
Q1 		$241K Buy
21,060
+550
+3% +$5.71K 0.11% 151
2018
Q4 		$211K Sell
20,510
-369
-2% -$3.48K 0.11% 145
2018
Q3 		$179K Buy
20,879
+28
+0.1% +$248 0.08% 182
2018
Q2 		$167K Buy
20,851
+4,452
+27% +$38.2K 0.07% 199
2018
Q1 		$145K Buy
16,399
+2,351
+17% +$23.3K 0.07% 214
2017
Q4 		$141K Buy
14,048
+1,613
+13% +$14.9K 0.07% 223
2017
Q3 		$106K Buy
12,435
+54
+0.4% +$494 0.06% 270
2017
Q2 		$111K Buy
12,381
+470
+4% +$3.97K 0.06% 250
2017
Q1 		$92K Buy
11,911
+11,713
+5,916% +$87.5K 0.05% 281
2016
Q4 		$1K Buy
+198
New +$1.41K ﹤0.01% 833

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

YorkBridge Wealth Partners's IBN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its ICICI Bank (IBN) stake by 8.4% in Q4 2022, selling an estimated $51.2K and leaving 25,082 shares worth $549K. The position accounts for 0.14% of the portfolio, ranked #120.

YorkBridge Wealth Partners first reported a position in IBN in Q4 2016 and has held it in 25 quarters since. The position peaked at $574K in Q3 2022. 467 funds tracked by Wall St. Rank hold IBN as of Q4 2022.

  • YorkBridge Wealth Partners held 25,082 shares of ICICI Bank worth $549K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,300 ICICI Bank shares in Q4 2022, an estimated $51.2K.
  • ICICI Bank made up 0.14% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #120 holding.
  • YorkBridge Wealth Partners first reported a position in ICICI Bank in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's ICICI Bank position peaked at $574K in Q3 2022.
  • 467 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.