Next Financial Group’s ING ING Stock Holding History

Next Financial Group’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
2021 Q4	$21K	Buy	1,463 +331	+29%	+$4.81K	﹤0.01%	1862
2021 Q3	$16K	Buy	1,132 +219	+24%	+$2.93K	﹤0.01%	1876
2021 Q2	$12K	Sell	913 -253	-22%	-$3.32K	﹤0.01%	1921
2021 Q1	$14K	Sell	1,166 -83	-7%	-$882	﹤0.01%	1764
2020 Q4	$12K	Buy	1,249 +354	+40%	+$3.04K	﹤0.01%	1714
2020 Q3	$6K	Buy	+895	New	+$6.84K	﹤0.01%	1781
2020 Q2	–	Sell	-592	Closed	-$4K	–	1211
2020 Q1	$4K	Hold	592	–	–	﹤0.01%	1770
2019 Q4	$7K	Sell	592 -79	-12%	-$905	﹤0.01%	1877
2019 Q3	$7K	Hold	671	–	–	﹤0.01%	1815
2019 Q2	$8K	Buy	671 +89	+15%	+$1.06K	﹤0.01%	1748
2019 Q1	$7K	Buy	582 +298	+105%	+$3.6K	﹤0.01%	1186
2018 Q4	$3K	Sell	284 -1,805	-86%	-$21.7K	﹤0.01%	1676
2018 Q3	$27K	Buy	+2,089	New	+$29.3K	0.01%	696
2017 Q4	–	Sell	-7,729	Closed	-$143K	–	799
2017 Q3	$143K	Sell	7,729 -539	-7%	-$9.75K	0.04%	397
2017 Q2	$144K	Sell	8,268 -350	-4%	-$5.76K	0.04%	445
2017 Q1	$140K	Buy	8,618 +5,530	+179%	+$81K	0.04%	402
2016 Q4	$44K	Buy	3,088 +89	+3%	+$1.2K	0.01%	1021
2016 Q3	$37K	Buy	2,999 +800	+36%	+$9.29K	0.01%	1081
2016 Q2	$22K	Buy	2,199 +1,950	+783%	+$23.1K	0.01%	934
2016 Q1	$2K	Buy	249 +239	+2,390%	+$2.87K	﹤0.01%	1544
2015 Q4	$0	Hold	10	–	–	﹤0.01%	1859
2015 Q3	$0	Buy	+10	New	+$158	﹤0.01%	1879
2014 Q4	–	Sell	-101	Closed	-$1K	–	2113
2014 Q3	$1K	Hold	101	–	–	﹤0.01%	2424
2014 Q2	$1K	Buy	+101	New	+$1.42K	﹤0.01%	1154

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's ING Position: Q4 2021 in Review

Next Financial Group increased its ING (ING) stake by 29% in Q4 2021, buying an estimated $4.81K and bringing the position to 1,463 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Next Financial Group first reported a position in ING in Q2 2014 and has held it in 24 quarters since. The position peaked at $144K in Q2 2017. 309 funds tracked by Wall St. Rank hold ING as of Q4 2021.

Next Financial Group held 1,463 shares of ING worth $21K as of Q4 2021.
Next Financial Group bought 331 ING shares in Q4 2021, an estimated $4.81K.
ING made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1862 holding.
Next Financial Group first reported a position in ING in Q2 2014 and has held it in 24 quarters since.
Next Financial Group's ING position peaked at $144K in Q2 2017.
309 funds tracked by Wall St. Rank held ING as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.