TCI Wealth Advisors’s ING ING Stock Holding History

TCI 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
2023 Q1	–	Sell	-200	Closed	-$2.43K	–	2575
2022 Q4	$2.43K	Hold	200	–	–	﹤0.01%	1927
2022 Q3	$2K	Buy	+200	New	+$1.85K	﹤0.01%	1942
2020 Q3	–	Sell	-543	Closed	-$4K	–	1584
2020 Q2	$4K	Buy	+543	New	+$3.3K	﹤0.01%	814
2020 Q1	–	Sell	-277	Closed	-$3K	–	1613
2019 Q4	$3K	Buy	+277	New	+$3.17K	﹤0.01%	1024

Other funds holding ING

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

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

TCI Wealth Advisors's ING Position: Q1 2023 in Review

TCI Wealth Advisors sold out of ING (ING) in Q1 2023, closing a stake of 200 shares — an estimated $2.43K sold.

TCI Wealth Advisors first reported a position in ING in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 335 funds tracked by Wall St. Rank hold ING as of Q1 2023.

TCI Wealth Advisors reported no remaining ING position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 200 ING shares in Q1 2023, an estimated $2.43K.
TCI Wealth Advisors first reported a position in ING in Q4 2019 and held it in 4 quarters.
TCI Wealth Advisors's ING position peaked at $4K in Q2 2020.
335 funds tracked by Wall St. Rank held ING as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.