Atticus Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Atticus Wealth Management’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
2023 Q4	–	Sell	-178	Closed	-$19.2K	–	576
2023 Q3	$19.2K	Hold	178	–	–	0.01%	338
2023 Q2	$20.2K	Hold	178	–	–	0.01%	336
2023 Q1	$20.9K	Sell	178 -357	-67%	-$43.2K	0.01%	319
2022 Q4	$64.5K	Buy	+535	New	+$63.3K	0.03%	224
2022 Q3	–	Sell	-922	Closed	-$108K	–	576
2022 Q2	$108K	Hold	922	–	–	0.04%	176
2022 Q1	$118K	Hold	922	–	–	0.04%	186
2021 Q4	$113K	Hold	922	–	–	0.04%	160
2021 Q3	$106K	Hold	922	–	–	0.05%	160
2021 Q2	$108K	Sell	922 -540	-37%	-$64.2K	0.05%	158
2021 Q1	$167K	Sell	1,462 -515	-26%	-$54.4K	0.08%	117
2020 Q4	$190K	Buy	+1,977	New	+$179K	0.1%	99
2020 Q3	–	Sell	-263	Closed	-$21K	–	316
2020 Q2	$21K	Sell	263 -1,769	-87%	-$141K	0.01%	205
2020 Q1	$149K	Sell	2,032 -925	-31%	-$88.4K	0.12%	91
2019 Q4	$312K	Buy	+2,957	New	+$305K	0.2%	66

Other funds holding DVY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 178 shares — an estimated $19.2K sold.

Atticus Wealth Management first reported a position in DVY in Q4 2019 and held it in 14 quarters. The position peaked at $312K in Q4 2019. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Atticus Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 178 iShares Select Dividend ETF shares in Q4 2023, an estimated $19.2K.
Atticus Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 14 quarters.
Atticus Wealth Management's iShares Select Dividend ETF position peaked at $312K in Q4 2019.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

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