Valeo Financial Advisors’s Voya Emerging Markets High Income Dividend Equity Fund IHD Stock Holding History

Valeo Financial Advisors’s Portfolio IHD Stock Details IHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-490	Closed	-$4K	–	1123
2021 Q1	$4K	Hold	490	–	–	﹤0.01%	1624
2020 Q4	$4K	Hold	490	–	–	﹤0.01%	1417
2020 Q3	$3K	Hold	490	–	–	﹤0.01%	1348
2020 Q2	$3K	Hold	490	–	–	﹤0.01%	1674
2020 Q1	$3K	Hold	490	–	–	﹤0.01%	1421
2019 Q4	$4K	Hold	490	–	–	﹤0.01%	1342
2019 Q3	$4K	Sell	490 -400	-45%	-$2.88K	﹤0.01%	1247
2019 Q2	$7K	Hold	890	–	–	﹤0.01%	1116
2019 Q1	$7K	Hold	890	–	–	﹤0.01%	1055
2018 Q4	$6K	Hold	890	–	–	﹤0.01%	1018
2018 Q3	$6K	Buy	+890	New	+$6.95K	﹤0.01%	1129

Other funds holding IHD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Valeo Financial Advisors's IHD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Voya Emerging Markets High Income Dividend Equity Fund (IHD) in Q2 2021, closing a stake of 490 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in IHD in Q3 2018 and held it in 11 quarters. The position peaked at $7K in Q2 2019. 35 funds tracked by Wall St. Rank hold IHD as of Q2 2021.

Valeo Financial Advisors reported no remaining Voya Emerging Markets High Income Dividend Equity Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 490 Voya Emerging Markets High Income Dividend Equity Fund shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q3 2018 and held it in 11 quarters.
Valeo Financial Advisors's Voya Emerging Markets High Income Dividend Equity Fund position peaked at $7K in Q2 2019.
35 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.