Nations Financial Group’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-119,153
Closed -$1.31M 643
2022
Q4
$1.31M Buy
+119,153
New +$1.26M 0.15% 174

Nations Financial Group's IVH Position: Q1 2023 in Review

Nations Financial Group sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 119,153 shares — an estimated $1.31M sold.

Nations Financial Group first reported a position in IVH in Q4 2022 and held it in 1 quarter. The position peaked at $1.31M in Q4 2022. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

  • Nations Financial Group reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Nations Financial Group sold 119,153 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $1.31M.
  • Nations Financial Group first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Nations Financial Group's Delaware Ivy High Income Opportunities Fund position peaked at $1.31M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Nations Financial Group's 13F filing for Q1 2023, filed 15 May 2023.