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Pacific Capital Wealth Advisors’s ING ING Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-380
Closed -$6.51K – 551
2024
Q2 		$6.51K Buy
380
+187
+97% +$3.17K ﹤0.01% 356
2024
Q1 		$3.18K Buy
+193
New +$2.76K ﹤0.01% 383

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacific Capital Wealth Advisors's ING Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of ING (ING) in Q3 2024, closing a stake of 380 shares — an estimated $6.51K sold.

Pacific Capital Wealth Advisors first reported a position in ING in Q1 2024 and held it in 2 quarters. The position peaked at $6.51K in Q2 2024. 415 funds tracked by Wall St. Rank hold ING as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining ING position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 380 ING shares in Q3 2024, an estimated $6.51K.
  • Pacific Capital Wealth Advisors first reported a position in ING in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's ING position peaked at $6.51K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held ING as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.