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Atticus Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atticus Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,481
Closed -$123K – 574
2023
Q3 		$123K Sell
2,481
-269
-10% -$13.9K 0.05% 156
2023
Q2 		$142K Sell
2,750
-306
-10% -$15.4K 0.05% 155
2023
Q1 		$153K Buy
+3,056
New +$153K 0.06% 146

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atticus Wealth Management's DGRO Position: Q4 2023 in Review

Atticus Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 2,481 shares — an estimated $123K sold.

Atticus Wealth Management first reported a position in DGRO in Q1 2023 and held it in 3 quarters. The position peaked at $153K in Q1 2023. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

  • Atticus Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 2,481 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $123K.
  • Atticus Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 3 quarters.
  • Atticus Wealth Management's iShares Core Dividend Growth ETF position peaked at $153K in Q1 2023.
  • 964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.