FWM
IVH

Foresight Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Foresight Wealth Management’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,108
Closed -$102K – 115
2022
Q3 		$102K Buy
10,108
+65
+0.6% +$722 0.02% 107
2022
Q2 		$103K Sell
10,043
-562
-5% -$6.39K 0.02% 110
2022
Q1 		$134K Sell
10,605
-18,347
-63% -$240K 0.02% 108
2021
Q4 		$403K Buy
28,952
+4,652
+19% +$64.8K 0.01% 93
2021
Q3 		$332K Buy
24,300
+6,460
+36% +$90.2K 0.07% 93
2021
Q2 		$251K Buy
+17,840
New +$246K 0.06% 103

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Foresight Wealth Management's IVH Position: Q4 2022 in Review

Foresight Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2022, closing a stake of 10,108 shares — an estimated $102K sold.

Foresight Wealth Management first reported a position in IVH in Q2 2021 and held it in 6 quarters. The position peaked at $403K in Q4 2021. 41 funds tracked by Wall St. Rank hold IVH as of Q4 2022.

  • Foresight Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 10,108 Delaware Ivy High Income Opportunities Fund shares in Q4 2022, an estimated $102K.
  • Foresight Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2021 and held it in 6 quarters.
  • Foresight Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $403K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.