Regent Peak Wealth Advisors’s ING ING Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-332	Closed	-$3K	–	544
2020 Q4	$3K	Buy	+332	New	+$2.85K	﹤0.01%	744

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Regent Peak Wealth Advisors's ING Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ING (ING) in Q1 2021, closing a stake of 332 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in ING in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 266 funds tracked by Wall St. Rank hold ING as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining ING position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 332 ING shares in Q1 2021, an estimated $3K.
Regent Peak Wealth Advisors first reported a position in ING in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's ING position peaked at $3K in Q4 2020.
266 funds tracked by Wall St. Rank held ING as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.