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Glassman Wealth Services’s ING ING Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,667
Closed -$25K – 967
2023
Q4 		$25K Sell
1,667
-456
-21% -$6.26K ﹤0.01% 635
2023
Q3 		$28K Buy
2,123
+572
+37% +$8.06K ﹤0.01% 577
2023
Q2 		$20.9K Buy
1,551
+78
+5% +$997 ﹤0.01% 607
2023
Q1 		$17.5K Sell
1,473
-48
-3% -$635 ﹤0.01% 668
2022
Q4 		$18.5K Sell
1,521
-103
-6% -$1.12K ﹤0.01% 682
2022
Q3 		$14K Buy
1,624
+448
+38% +$4.15K ﹤0.01% 709
2022
Q2 		$12K Buy
1,176
+164
+16% +$1.68K ﹤0.01% 754
2022
Q1 		$11K Buy
1,012
+205
+25% +$2.67K ﹤0.01% 799
2021
Q4 		$11K Buy
807
+355
+79% +$5.16K ﹤0.01% 762
2021
Q3 		$7K Buy
452
+145
+47% +$1.94K ﹤0.01% 862
2021
Q2 		$4K Buy
307
+96
+45% +$1.26K ﹤0.01% 983
2021
Q1 		$3K Sell
211
-283
-57% -$3.01K ﹤0.01% 1001
2020
Q4 		$5K Buy
494
+255
+107% +$2.19K ﹤0.01% 865
2020
Q3 		$2K Buy
239
+154
+181% +$1.18K ﹤0.01% 1003
2020
Q2 		$1K Buy
+85
New +$516 ﹤0.01% 1044
2020
Q1 		– Sell
-47
Closed -$1K – 1328
2019
Q4 		$1K Buy
+47
New +$538 ﹤0.01% 947
2018
Q2 		– Sell
-88
Closed -$1K – 866
2018
Q1 		$1K Hold
88
– – ﹤0.01% 619
2017
Q4 		$2K Buy
+88
New +$1.61K ﹤0.01% 496
2017
Q2 		– Sell
-1,375
Closed -$21K – 601
2017
Q1 		$21K Hold
1,375
– – 0.01% 250
2016
Q4 		$19K Buy
+1,375
New +$18.5K 0.01% 277
2016
Q3 		– Sell
-1,375
Closed -$14K – 532
2016
Q2 		$14K Buy
+1,375
New +$16.3K 0.01% 272

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's ING Position: Q1 2024 in Review

Glassman Wealth Services sold out of ING (ING) in Q1 2024, closing a stake of 1,667 shares — an estimated $25K sold.

Glassman Wealth Services first reported a position in ING in Q2 2016 and held it in 21 quarters. The position peaked at $28K in Q3 2023. 388 funds tracked by Wall St. Rank hold ING as of Q1 2024.

  • Glassman Wealth Services reported no remaining ING position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,667 ING shares in Q1 2024, an estimated $25K.
  • Glassman Wealth Services first reported a position in ING in Q2 2016 and held it in 21 quarters.
  • Glassman Wealth Services's ING position peaked at $28K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held ING as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.