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Prevail Innovative Wealth Advisors’s ING ING Stock Holding History

Prevail Innovative 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
Q1 		– Sell
-35,444
Closed -$532K – 171
2023
Q4 		$532K Buy
35,444
+11,595
+49% +$159K 0.25% 96
2023
Q3 		$314K Buy
+23,849
New +$336K 0.16% 103

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ING Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of ING (ING) in Q1 2024, closing a stake of 35,444 shares — an estimated $532K sold.

Prevail Innovative Wealth Advisors first reported a position in ING in Q3 2023 and held it in 2 quarters. The position peaked at $532K in Q4 2023. 388 funds tracked by Wall St. Rank hold ING as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining ING position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 35,444 ING shares in Q1 2024, an estimated $532K.
  • Prevail Innovative Wealth Advisors first reported a position in ING in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's ING position peaked at $532K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held ING as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.