LNWWM
IVH

Laird Norton Wetherby Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Laird Norton Wetherby 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
Q3 		– Sell
-13,010
Closed -$134K – 952
2022
Q2 		$134K Buy
+13,010
New +$148K 0.01% 857

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IVH Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2022, closing a stake of 13,010 shares — an estimated $134K sold.

Laird Norton Wetherby Wealth Management first reported a position in IVH in Q2 2022 and held it in 1 quarter. The position peaked at $134K in Q2 2022. 41 funds tracked by Wall St. Rank hold IVH as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,010 Delaware Ivy High Income Opportunities Fund shares in Q3 2022, an estimated $134K.
  • Laird Norton Wetherby Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $134K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.