Northwestern Mutual Wealth Management
IDE

Northwestern Mutual Wealth Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,703
Closed -$17.3K – 3669
2023
Q4 		$17.3K Buy
+1,703
New +$16.1K ﹤0.01% 2453
2020
Q1 		– Sell
-866
Closed -$10K – 2652
2019
Q4 		$10K Buy
+866
New +$9.79K ﹤0.01% 1933

Other funds holding IDE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's IDE Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2024, closing a stake of 1,703 shares — an estimated $17.3K sold.

Northwestern Mutual Wealth Management first reported a position in IDE in Q4 2019 and held it in 2 quarters. The position peaked at $17.3K in Q4 2023. 50 funds tracked by Wall St. Rank hold IDE as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,703 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2024, an estimated $17.3K.
  • Northwestern Mutual Wealth Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2019 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $17.3K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.