Beverly Hills Private Wealth’s ING ING Stock Holding History

Beverly Hills Private Wealth’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
2025 Q1	–	Sell	-10,246	Closed	-$161K	–	346
2024 Q4	$161K	Sell	10,246 -137	-1%	-$2.23K	0.03%	325
2024 Q3	$189K	Sell	10,383 -3,031	-23%	-$54.2K	0.04%	323
2024 Q2	$230K	Buy	13,414 +602	+5%	+$10.2K	0.05%	315
2024 Q1	$211K	Sell	12,812 -376	-3%	-$5.37K	0.05%	337
2023 Q4	$198K	Sell	13,188 -241	-2%	-$3.31K	0.05%	320
2023 Q3	$177K	Sell	13,429 -13,787	-51%	-$194K	0.05%	281
2023 Q2	$399K	Buy	27,216 +13,592	+100%	+$174K	0.07%	260
2023 Q1	$162K	Buy	13,624 +2,208	+19%	+$29.2K	0.05%	270
2022 Q4	$139K	Buy	+11,416	New	+$124K	0.06%	222

Other funds holding ING

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Beverly Hills Private Wealth's ING Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of ING (ING) in Q1 2025, closing a stake of 10,246 shares — an estimated $161K sold.

Beverly Hills Private Wealth first reported a position in ING in Q4 2022 and held it in 9 quarters. The position peaked at $399K in Q2 2023. 422 funds tracked by Wall St. Rank hold ING as of Q1 2025.

Beverly Hills Private Wealth reported no remaining ING position as of Q1 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 10,246 ING shares in Q1 2025, an estimated $161K.
Beverly Hills Private Wealth first reported a position in ING in Q4 2022 and held it in 9 quarters.
Beverly Hills Private Wealth's ING position peaked at $399K in Q2 2023.
422 funds tracked by Wall St. Rank held ING as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.