Atticus Wealth Management’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Atticus Wealth Management’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,675	Closed	-$85K	–	614
2022 Q3	$85K	Hold	1,675	–	–	0.04%	182
2022 Q2	$85K	Hold	1,675	–	–	0.04%	202
2022 Q1	$99K	Hold	1,675	–	–	0.04%	198
2021 Q4	$103K	Hold	1,675	–	–	0.04%	166
2021 Q3	$93K	Hold	1,675	–	–	0.04%	178
2021 Q2	$94K	Hold	1,675	–	–	0.04%	177
2021 Q1	$89K	Hold	1,675	–	–	0.04%	166
2020 Q4	$83K	Buy	+1,675	New	+$78.9K	0.04%	170

Other funds holding QDF

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Atticus Wealth Management's QDF Position: Q4 2022 in Review

Atticus Wealth Management sold out of FlexShares Quality Dividend Index Fund (QDF) in Q4 2022, closing a stake of 1,675 shares — an estimated $85K sold.

Atticus Wealth Management first reported a position in QDF in Q4 2020 and held it in 8 quarters. The position peaked at $103K in Q4 2021. 123 funds tracked by Wall St. Rank hold QDF as of Q4 2022.

Atticus Wealth Management reported no remaining FlexShares Quality Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
Atticus Wealth Management sold 1,675 FlexShares Quality Dividend Index Fund shares in Q4 2022, an estimated $85K.
Atticus Wealth Management first reported a position in FlexShares Quality Dividend Index Fund in Q4 2020 and held it in 8 quarters.
Atticus Wealth Management's FlexShares Quality Dividend Index Fund position peaked at $103K in Q4 2021.
123 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.