SBL
IDE

Sargent Bickham Lagudis’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Sargent Bickham Lagudis’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.44K Sell
484
-750
-61% -$6.92K ﹤0.01% 817
2022
Q3 		$11K Hold
1,234
– – ﹤0.01% 677
2022
Q2 		$12K Buy
+1,234
New +$12.9K ﹤0.01% 670

Other funds holding IDE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's IDE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 61% in Q4 2022, selling an estimated $6.92K and leaving 484 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Sargent Bickham Lagudis first reported a position in IDE in Q2 2022 and has held it in 3 quarters since. The position peaked at $12K in Q2 2022. 46 funds tracked by Wall St. Rank hold IDE as of Q4 2022.

  • Sargent Bickham Lagudis held 484 shares of Voya Infrastructure, Industrials and Materials Fund worth $4.44K as of Q4 2022.
  • Sargent Bickham Lagudis sold 750 Voya Infrastructure, Industrials and Materials Fund shares in Q4 2022, an estimated $6.92K.
  • Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #817 holding.
  • Sargent Bickham Lagudis first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q2 2022 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Voya Infrastructure, Industrials and Materials Fund position peaked at $12K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.