BerganKDV Wealth Management’s ING ING Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-664	Closed	-$6K	–	1073
2022 Q3	$6K	Hold	664	–	–	﹤0.01%	649
2022 Q2	$7K	Hold	664	–	–	﹤0.01%	640
2022 Q1	$7K	Hold	664	–	–	﹤0.01%	668
2021 Q4	$9K	Sell	664 -174	-21%	-$2.53K	﹤0.01%	678
2021 Q3	$12K	Buy	838 +174	+26%	+$2.33K	﹤0.01%	609
2021 Q2	$9K	Hold	664	–	–	﹤0.01%	625
2021 Q1	$8K	Hold	664	–	–	﹤0.01%	609
2020 Q4	$6K	Hold	664	–	–	﹤0.01%	638
2020 Q3	$5K	Hold	664	–	–	﹤0.01%	582
2020 Q2	$5K	Hold	664	–	–	﹤0.01%	628
2020 Q1	$3K	Hold	664	–	–	﹤0.01%	669
2019 Q4	$8K	Hold	664	–	–	﹤0.01%	550
2019 Q3	$7K	Hold	664	–	–	﹤0.01%	529
2019 Q2	$8K	Hold	664	–	–	﹤0.01%	540
2019 Q1	$8K	Hold	664	–	–	﹤0.01%	554
2018 Q4	$7K	Hold	664	–	–	﹤0.01%	521
2018 Q3	$9K	Hold	664	–	–	﹤0.01%	506
2018 Q2	$10K	Buy	+664	New	+$10.6K	﹤0.01%	503

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BerganKDV Wealth Management's ING Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of ING (ING) in Q4 2022, closing a stake of 664 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in ING in Q2 2018 and held it in 18 quarters. The position peaked at $12K in Q3 2021. 315 funds tracked by Wall St. Rank hold ING as of Q4 2022.

BerganKDV Wealth Management reported no remaining ING position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 664 ING shares in Q4 2022, an estimated $6K.
BerganKDV Wealth Management first reported a position in ING in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's ING position peaked at $12K in Q3 2021.
315 funds tracked by Wall St. Rank held ING as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.