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

Angeles 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
Q1 		– Sell
-1,599
Closed -$196K – 147
2021
Q4 		$196K Hold
1,599
– – 0.01% 208
2021
Q3 		$183K Buy
+1,599
New +$187K 0.01% 224
2020
Q3 		– Sell
-3,250
Closed -$262K – 106
2020
Q2 		$262K Buy
+3,250
New +$260K 0.04% 87

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Angeles Investment Advisors's DVY Position: Q1 2022 in Review

Angeles Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 1,599 shares — an estimated $196K sold.

Angeles Investment Advisors first reported a position in DVY in Q2 2020 and held it in 3 quarters. The position peaked at $262K in Q2 2020. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Angeles Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,599 iShares Select Dividend ETF shares in Q1 2022, an estimated $196K.
  • Angeles Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2020 and held it in 3 quarters.
  • Angeles Investment Advisors's iShares Select Dividend ETF position peaked at $262K in Q2 2020.
  • 1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.