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Atticus Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Atticus Wealth Management’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-81
Closed -$3.8K – 537
2024
Q2 		$3.8K Sell
81
-169
-68% -$7.56K ﹤0.01% 439
2024
Q1 		$11.1K Buy
+250
New +$10.5K ﹤0.01% 383

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atticus Wealth Management's DYNF Position: Q3 2024 in Review

Atticus Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2024, closing a stake of 81 shares — an estimated $3.8K sold.

Atticus Wealth Management first reported a position in DYNF in Q1 2024 and held it in 2 quarters. The position peaked at $11.1K in Q1 2024. 445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

  • Atticus Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 81 BlackRock US Equity Factor Rotation ETF shares in Q3 2024, an estimated $3.8K.
  • Atticus Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 2 quarters.
  • Atticus Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $11.1K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.