IBEX Wealth Advisors’s ING ING Stock Holding History

IBEX 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
2024 Q3	–	Sell	-706	Closed	-$12.1K	–	167
2024 Q2	$12.1K	Buy	+706	New	+$12K	﹤0.01%	219
2017 Q1	–	Sell	-207	Closed	-$3K	–	215
2016 Q4	$3K	Buy	+207	New	+$2.79K	﹤0.01%	416

Other funds holding ING

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

IBEX Wealth Advisors's ING Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of ING (ING) in Q3 2024, closing a stake of 706 shares — an estimated $12.1K sold.

IBEX Wealth Advisors first reported a position in ING in Q4 2016 and held it in 2 quarters. The position peaked at $12.1K in Q2 2024. 415 funds tracked by Wall St. Rank hold ING as of Q3 2024.

IBEX Wealth Advisors reported no remaining ING position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 706 ING shares in Q3 2024, an estimated $12.1K.
IBEX Wealth Advisors first reported a position in ING in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's ING position peaked at $12.1K in Q2 2024.
415 funds tracked by Wall St. Rank held ING as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.