Anchor Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Anchor Capital 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
2023 Q4	–	Sell	-41,467	Closed	-$4.46M	–	247
2023 Q3	$4.46M	Buy	+41,467	New	+$4.72M	0.12%	106
2023 Q1	–	Sell	-11,612	Closed	-$1.4M	–	270
2022 Q4	$1.4M	Sell	11,612 -27,473	-70%	-$3.25M	0.04%	148
2022 Q3	$4.19M	Buy	+39,085	New	+$4.68M	0.12%	109
2021 Q4	–	Sell	-1,896	Closed	-$218K	–	269
2021 Q3	$218K	Hold	1,896	–	–	﹤0.01%	252
2021 Q2	$221K	Hold	1,896	–	–	﹤0.01%	253
2021 Q1	$216K	Buy	+1,896	New	+$200K	﹤0.01%	256

Other funds holding DVY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Anchor Capital Advisors's DVY Position: Q4 2023 in Review

Anchor Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 41,467 shares — an estimated $4.46M sold.

Anchor Capital Advisors first reported a position in DVY in Q1 2021 and held it in 6 quarters. The position peaked at $4.46M in Q3 2023. 1,237 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Anchor Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
Anchor Capital Advisors sold 41,467 iShares Select Dividend ETF shares in Q4 2023, an estimated $4.46M.
Anchor Capital Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 6 quarters.
Anchor Capital Advisors's iShares Select Dividend ETF position peaked at $4.46M in Q3 2023.
1,237 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.