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SYSTM Wealth Solutions’s ING ING Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-13,524
Closed -$232K – 348
2024
Q2 		$232K Sell
13,524
-6,640
-33% -$113K 0.05% 183
2024
Q1 		$333K Sell
20,164
-2,672
-12% -$38.1K 0.04% 336
2023
Q4 		$343K Buy
22,836
+8,717
+62% +$120K 0.05% 314
2023
Q3 		$186K Sell
14,119
-3,525
-20% -$49.6K 0.03% 443
2023
Q2 		$238K Buy
17,644
+1,272
+8% +$16.3K 0.03% 423
2023
Q1 		$194K Buy
16,372
+2,363
+17% +$31.3K 0.03% 445
2022
Q4 		$170K Buy
+14,009
New +$152K 0.02% 507

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SYSTM Wealth Solutions's ING Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of ING (ING) in Q3 2024, closing a stake of 13,524 shares — an estimated $232K sold.

SYSTM Wealth Solutions first reported a position in ING in Q4 2022 and held it in 7 quarters. The position peaked at $343K in Q4 2023. 415 funds tracked by Wall St. Rank hold ING as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining ING position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,524 ING shares in Q3 2024, an estimated $232K.
  • SYSTM Wealth Solutions first reported a position in ING in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's ING position peaked at $343K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held ING as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.