Planned Solutions’s InterContinental Hotels IHG Stock Holding History

Planned Solutions’s Portfolio IHG Stock Details IHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9	Closed	-$994	–	356
2024 Q3	$994	Buy	+9	New	+$921	﹤0.01%	587

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planned Solutions's IHG Position: Q4 2024 in Review

Planned Solutions sold out of InterContinental Hotels (IHG) in Q4 2024, closing a stake of 9 shares — an estimated $994 sold.

Planned Solutions first reported a position in IHG in Q3 2024 and held it in 1 quarter. The position peaked at $994 in Q3 2024. 229 funds tracked by Wall St. Rank hold IHG as of Q4 2024.

Planned Solutions reported no remaining InterContinental Hotels position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 9 InterContinental Hotels shares in Q4 2024, an estimated $994.
Planned Solutions first reported a position in InterContinental Hotels in Q3 2024 and held it in 1 quarter.
Planned Solutions's InterContinental Hotels position peaked at $994 in Q3 2024.
229 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.