Anchor Investment Management’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Anchor Investment Management’s Portfolio DVYA Stock Details DVYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-783	Closed	-$31.7K	–	945
2021 Q2	$31.7K	Hold	783	–	–	﹤0.01%	594
2021 Q1	$32K	Sell	783 -250	-24%	-$10.1K	﹤0.01%	567
2020 Q4	$39.1K	Hold	1,033	–	–	0.01%	507
2020 Q3	$33.6K	Hold	1,033	–	–	0.01%	501
2020 Q2	$34.2K	Sell	1,033 -59	-5%	-$1.89K	0.01%	486
2020 Q1	$31K	Hold	1,092	–	–	0.01%	493
2019 Q4	$47.8K	Buy	1,092 +59	+6%	+$2.57K	0.01%	468
2019 Q3	$44.3K	Hold	1,033	–	–	0.01%	474
2019 Q2	$45.4K	Hold	1,033	–	–	0.01%	467
2019 Q1	$44.5K	Hold	1,033	–	–	0.01%	458
2018 Q4	$41.6K	Hold	1,033	–	–	0.01%	464
2018 Q3	$45.4K	Buy	1,033 +96	+10%	+$4.31K	0.01%	488
2018 Q2	$41.9K	Hold	937	–	–	0.01%	514
2018 Q1	$43.3K	Hold	937	–	–	0.01%	497
2017 Q4	$46.9K	Hold	937	–	–	0.01%	470
2017 Q3	$45.6K	Buy	+937	New	+$46.2K	0.01%	466

Other funds holding DVYA

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Leo Brokerage Hurst, Texas $876M AUM

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

Anchor Investment Management's DVYA Position: Q3 2021 in Review

Anchor Investment Management sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q3 2021, closing a stake of 783 shares — an estimated $31.7K sold.

Anchor Investment Management first reported a position in DVYA in Q3 2017 and held it in 16 quarters. The position peaked at $47.8K in Q4 2019. 19 funds tracked by Wall St. Rank hold DVYA as of Q3 2021.

Anchor Investment Management reported no remaining iShares Asia/Pacific Dividend ETF position as of Q3 2021 after selling out during the quarter.
Anchor Investment Management sold 783 iShares Asia/Pacific Dividend ETF shares in Q3 2021, an estimated $31.7K.
Anchor Investment Management first reported a position in iShares Asia/Pacific Dividend ETF in Q3 2017 and held it in 16 quarters.
Anchor Investment Management's iShares Asia/Pacific Dividend ETF position peaked at $47.8K in Q4 2019.
19 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.