MPWT
IGA

MassMutual Private Wealth & Trust’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,048
Closed -$8.93K – 2090
2023
Q4 		$8.93K Buy
+1,048
New +$8.66K ﹤0.01% 1056

Other funds holding IGA

GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's IGA Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2024, closing a stake of 1,048 shares — an estimated $8.93K sold.

MassMutual Private Wealth & Trust first reported a position in IGA in Q4 2023 and held it in 1 quarter. The position peaked at $8.93K in Q4 2023. 38 funds tracked by Wall St. Rank hold IGA as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,048 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2024, an estimated $8.93K.
  • MassMutual Private Wealth & Trust first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Voya Global Advantage and Premium Opportunity Fund position peaked at $8.93K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.