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Perigon Wealth Management’s ING ING Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-3,050
Closed -$29K – 754
2020
Q4 		$29K Buy
+3,050
New +$26.2K ﹤0.01% 912
2017
Q1 		– Sell
-1,774
Closed -$26K – 659
2016
Q4 		$26K Hold
1,774
– – 0.01% 428
2016
Q3 		$22K Buy
+1,774
New +$20.6K 0.01% 387

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perigon Wealth Management's ING Position: Q1 2021 in Review

Perigon Wealth Management sold out of ING (ING) in Q1 2021, closing a stake of 3,050 shares — an estimated $29K sold.

Perigon Wealth Management first reported a position in ING in Q3 2016 and held it in 3 quarters. The position peaked at $29K in Q4 2020. 266 funds tracked by Wall St. Rank hold ING as of Q1 2021.

  • Perigon Wealth Management reported no remaining ING position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 3,050 ING shares in Q1 2021, an estimated $29K.
  • Perigon Wealth Management first reported a position in ING in Q3 2016 and held it in 3 quarters.
  • Perigon Wealth Management's ING position peaked at $29K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held ING as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.