Whalen Wealth Management’s ING ING Stock Holding History

Whalen Wealth Management’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 Q1	–	Sell	-40,433	Closed	-$607K	–	139
2023 Q4	$607K	Buy	+40,433	New	+$555K	0.55%	56

Other funds holding ING

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Whalen Wealth Management's ING Position: Q1 2024 in Review

Whalen Wealth Management sold out of ING (ING) in Q1 2024, closing a stake of 40,433 shares — an estimated $607K sold.

Whalen Wealth Management first reported a position in ING in Q4 2023 and held it in 1 quarter. The position peaked at $607K in Q4 2023. 388 funds tracked by Wall St. Rank hold ING as of Q1 2024.

Whalen Wealth Management reported no remaining ING position as of Q1 2024 after selling out during the quarter.
Whalen Wealth Management sold 40,433 ING shares in Q1 2024, an estimated $607K.
Whalen Wealth Management first reported a position in ING in Q4 2023 and held it in 1 quarter.
Whalen Wealth Management's ING position peaked at $607K in Q4 2023.
388 funds tracked by Wall St. Rank held ING as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.