WealthPLAN Partners’s ING ING Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-688	Closed	-$9.27K	–	702
2023 Q2	$9.27K	Hold	688	–	–	﹤0.01%	803
2023 Q1	$8.17K	Buy	+688	New	+$9.11K	﹤0.01%	914

Other funds holding ING

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's ING Position: Q3 2023 in Review

WealthPLAN Partners sold out of ING (ING) in Q3 2023, closing a stake of 688 shares — an estimated $9.27K sold.

WealthPLAN Partners first reported a position in ING in Q1 2023 and held it in 2 quarters. The position peaked at $9.27K in Q2 2023. 351 funds tracked by Wall St. Rank hold ING as of Q3 2023.

WealthPLAN Partners reported no remaining ING position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 688 ING shares in Q3 2023, an estimated $9.27K.
WealthPLAN Partners first reported a position in ING in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's ING position peaked at $9.27K in Q2 2023.
351 funds tracked by Wall St. Rank held ING as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.