AW
HDV

Alaethes Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Alaethes Wealth’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-550
Closed -$12K – 187
2022
Q1 		$12K Hold
550
– – 0.01% 214
2021
Q4 		$11K Buy
+550
New +$10.8K 0.01% 195

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alaethes Wealth's HDV Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 550 shares — an estimated $12K sold.

Alaethes Wealth first reported a position in HDV in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 732 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Alaethes Wealth reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 550 iShares Core High Dividend ETF shares in Q2 2022, an estimated $12K.
  • Alaethes Wealth first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Alaethes Wealth's iShares Core High Dividend ETF position peaked at $12K in Q1 2022.
  • 732 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.