Atria Wealth Solutions’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,050
Closed -$139K 1972
2022
Q4
$139K Hold
17,050
﹤0.01% 1668
2022
Q3
$124K Buy
+17,050
New +$149K ﹤0.01% 1615
2022
Q2
Sell
-19,350
Closed -$210K 1931
2022
Q1
$210K Buy
+19,350
New +$213K ﹤0.01% 1570

Other funds holding DDF

Atria Wealth Solutions's DDF Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q1 2023, closing a stake of 17,050 shares — an estimated $139K sold.

Atria Wealth Solutions first reported a position in DDF in Q1 2022 and held it in 3 quarters. The position peaked at $210K in Q1 2022. 1 fund tracked by Wall St. Rank holds DDF as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,050 Delaware Investments Dividend & Income Fund, Inc. shares in Q1 2023, an estimated $139K.
  • Atria Wealth Solutions first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Delaware Investments Dividend & Income Fund, Inc. position peaked at $210K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.