AWA
QDYN

Arkadios Wealth Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

Arkadios Wealth Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$5K – 1889
2021
Q3 		$5K Hold
100
– – ﹤0.01% 1625
2021
Q2 		$5K Buy
+100
New +$5.87K ﹤0.01% 1749

Other funds holding QDYN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Arkadios Wealth Advisors's QDYN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in QDYN in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 14 funds tracked by Wall St. Rank hold QDYN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 FlexShares Quality Dividend Dynamic Index Fund shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $5K in Q3 2021.
  • 14 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.