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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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.