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Axxcess Wealth Management’s ING ING Stock Holding History

Axxcess Wealth Management’s Portfolio ING Stock Details ING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,283
Closed -$367K – 902
2024
Q1 		$367K Hold
22,283
– – 0.01% 614
2023
Q4 		$335K Hold
22,283
– – 0.01% 619
2023
Q3 		$294K Buy
+22,283
New +$314K 0.01% 603

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Axxcess Wealth Management's ING Position: Q2 2024 in Review

Axxcess Wealth Management sold out of ING (ING) in Q2 2024, closing a stake of 22,283 shares — an estimated $367K sold.

Axxcess Wealth Management first reported a position in ING in Q3 2023 and held it in 3 quarters. The position peaked at $367K in Q1 2024. 391 funds tracked by Wall St. Rank hold ING as of Q2 2024.

  • Axxcess Wealth Management reported no remaining ING position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 22,283 ING shares in Q2 2024, an estimated $367K.
  • Axxcess Wealth Management first reported a position in ING in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's ING position peaked at $367K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held ING as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.