Fidelity Investments
IGA

Fidelity Investments’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Fidelity Investments’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$9 – 5491
2023
Q1 		$9 Buy
+1
New +$9 ﹤0.01% 5184
2021
Q2 		– Sell
-1
Closed – – 4554
2021
Q1 		$0 Sell
1
-2
-67% -$18 ﹤0.01% 4259
2020
Q4 		$0 Buy
+3
New +$25 ﹤0.01% 4063

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Fidelity Investments's IGA Position: Q2 2023 in Review

Fidelity Investments sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2023, closing a stake of 1 share — an estimated $9 sold.

Fidelity Investments first reported a position in IGA in Q4 2020 and held it in 3 quarters. The position peaked at $9 in Q1 2023. 44 funds tracked by Wall St. Rank hold IGA as of Q2 2023.

  • Fidelity Investments reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Voya Global Advantage and Premium Opportunity Fund share in Q2 2023, an estimated $9.
  • Fidelity Investments first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2020 and held it in 3 quarters.
  • Fidelity Investments's Voya Global Advantage and Premium Opportunity Fund position peaked at $9 in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.