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1834 Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

1834 Investment Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$29K – 266
2022
Q2 		$29K Buy
+250
New +$31.3K ﹤0.01% 310

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1834 Investment Advisors's DVY Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 250 shares — an estimated $29K sold.

1834 Investment Advisors first reported a position in DVY in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 1,140 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 250 iShares Select Dividend ETF shares in Q3 2022, an estimated $29K.
  • 1834 Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's iShares Select Dividend ETF position peaked at $29K in Q2 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.