Concord Wealth Partners’s ING ING Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-160	Closed	-$2.91K	–	959
2024 Q3	$2.91K	Buy	+160	New	+$2.86K	﹤0.01%	707
2024 Q2	–	Sell	-400	Closed	-$6.6K	–	881
2024 Q1	$6.6K	Buy	+400	New	+$5.71K	﹤0.01%	618
2023 Q4	–	Sell	-400	Closed	-$5.27K	–	918
2023 Q3	$5.27K	Hold	400	–	–	﹤0.01%	706
2023 Q2	$5.39K	Hold	400	–	–	﹤0.01%	692
2023 Q1	$4.75K	Sell	400 -86	-18%	-$1.14K	﹤0.01%	677
2022 Q4	$5.92K	Buy	+486	New	+$5.28K	﹤0.01%	722
2022 Q3	–	Sell	-819	Closed	-$8K	–	621
2022 Q2	$8K	Sell	819 -327	-29%	-$3.34K	﹤0.01%	732
2022 Q1	$12K	Sell	1,146 -3,603	-76%	-$46.9K	﹤0.01%	737
2021 Q4	$66K	Buy	4,749 +1,644	+53%	+$23.9K	0.02%	400
2021 Q3	$45K	Sell	3,105 -1,126	-27%	-$15K	0.02%	237
2021 Q2	$56K	Sell	4,231 -1,763	-29%	-$23.1K	0.02%	334
2021 Q1	$73K	Buy	5,994 +5,766	+2,529%	+$61.2K	0.02%	267
2020 Q4	$2K	Buy	+228	New	+$1.96K	﹤0.01%	533

Other funds holding ING

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Concord Wealth Partners's ING Position: Q4 2024 in Review

Concord Wealth Partners sold out of ING (ING) in Q4 2024, closing a stake of 160 shares — an estimated $2.91K sold.

Concord Wealth Partners first reported a position in ING in Q4 2020 and held it in 13 quarters. The position peaked at $73K in Q1 2021. 424 funds tracked by Wall St. Rank hold ING as of Q4 2024.

Concord Wealth Partners reported no remaining ING position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 160 ING shares in Q4 2024, an estimated $2.91K.
Concord Wealth Partners first reported a position in ING in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's ING position peaked at $73K in Q1 2021.
424 funds tracked by Wall St. Rank held ING as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.