HWA
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Heritage Wealth Advisors’s ING ING Stock Holding History

Heritage Wealth Advisors’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
2021
Q3 		– Sell
-27
Closed -$357 – 555
2021
Q2 		$357 Hold
27
– – ﹤0.01% 550
2021
Q1 		$330 Hold
27
– – ﹤0.01% 554
2020
Q4 		$0 Buy
+27
New +$232 ﹤0.01% 551

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Advisors's ING Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of ING (ING) in Q3 2021, closing a stake of 27 shares — an estimated $357 sold.

Heritage Wealth Advisors first reported a position in ING in Q4 2020 and held it in 3 quarters. The position peaked at $357 in Q2 2021. 292 funds tracked by Wall St. Rank hold ING as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining ING position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 27 ING shares in Q3 2021, an estimated $357.
  • Heritage Wealth Advisors first reported a position in ING in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's ING position peaked at $357 in Q2 2021.
  • 292 funds tracked by Wall St. Rank held ING as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.