Heritage Wealth Management (Arizona)’s ING ING Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$160K	Buy	13,116 +5,724	+77%	+$62.2K	0.02%	354
2022 Q3	$63K	Buy	7,392 +147	+2%	+$1.36K	0.02%	373
2022 Q2	$71.9K	Sell	7,245 -408	-5%	-$4.17K	0.02%	369
2022 Q1	$80K	Buy	+7,653	New	+$99.7K	0.02%	398
2021 Q3	$134K	Buy	9,230 +472	+5%	+$6.31K	0.05%	285
2021 Q2	$116K	Buy	8,758 +142	+2%	+$1.86K	0.04%	313
2021 Q1	$105K	Buy	+8,616	New	+$91.5K	0.06%	243

Other funds holding ING

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

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ING Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ING (ING) stake by 77% in Q4 2022, buying an estimated $62.2K and bringing the position to 13,116 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #354.

Heritage Wealth Management (Arizona) first reported a position in ING in Q1 2021 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold ING as of Q4 2022.

Heritage Wealth Management (Arizona) held 13,116 shares of ING worth $160K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,724 ING shares in Q4 2022, an estimated $62.2K.
ING made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #354 holding.
Heritage Wealth Management (Arizona) first reported a position in ING in Q1 2021 and has held it in 7 quarters since.
315 funds tracked by Wall St. Rank held ING as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.