PIA
IGD

Perennial Investment Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Perennial Investment Advisors’s Portfolio IGD Stock Details IGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,800
Closed -$62.5K – 385
2024
Q1 		$62.5K Hold
11,800
– – 0.01% 352
2023
Q4 		$58.6K Hold
11,800
– – 0.01% 335
2023
Q3 		$57.8K Sell
11,800
-1,655
-12% -$8.4K 0.01% 346
2023
Q2 		$69.2K Buy
13,455
+38
+0.3% +$193 0.01% 345
2023
Q1 		$68.4K Buy
+13,417
New +$71.1K 0.01% 346

Other funds holding IGD

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Perennial Investment Advisors's IGD Position: Q2 2024 in Review

Perennial Investment Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2024, closing a stake of 11,800 shares — an estimated $62.5K sold.

Perennial Investment Advisors first reported a position in IGD in Q1 2023 and held it in 5 quarters. The position peaked at $69.2K in Q2 2023. 97 funds tracked by Wall St. Rank hold IGD as of Q2 2024.

  • Perennial Investment Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 11,800 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2024, an estimated $62.5K.
  • Perennial Investment Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2023 and held it in 5 quarters.
  • Perennial Investment Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $69.2K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2024.

Based on Perennial Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.