Avior Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Avior Wealth Management’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,678	Closed	-$55K	–	1244
2024 Q4	$55K	Buy	3,678 +10	+0.3%	+$149	﹤0.01%	1114
2024 Q3	$53.7K	Buy	3,668 +10	+0.3%	+$140	﹤0.01%	1090
2024 Q2	$51.4K	Buy	3,658 +11	+0.3%	+$148	﹤0.01%	1079
2024 Q1	$48.7K	Buy	3,647 +9	+0.2%	+$115	﹤0.01%	1247
2023 Q4	$44.4K	Buy	3,638 +9	+0.2%	+$104	﹤0.01%	747
2023 Q3	$41.9K	Buy	3,629 +9	+0.2%	+$109	﹤0.01%	790
2023 Q2	$45.1K	Buy	3,620 +10	+0.3%	+$118	﹤0.01%	787
2023 Q1	$42.1K	Buy	3,610 +9	+0.2%	+$104	﹤0.01%	812
2022 Q4	$39.1K	Buy	3,601 +9	+0.3%	+$103	﹤0.01%	661
2022 Q3	$39K	Buy	3,592 +10	+0.3%	+$123	﹤0.01%	639
2022 Q2	$40K	Buy	3,582 +9	+0.3%	+$112	﹤0.01%	605
2022 Q1	$49K	Buy	3,573 +3,181	+811%	+$44.4K	﹤0.01%	597
2021 Q4	$5K	Buy	392 +7	+2%	+$102	﹤0.01%	880
2021 Q3	$5K	Buy	385 +8	+2%	+$115	﹤0.01%	849
2021 Q2	$5K	Buy	377 +6	+2%	+$82	﹤0.01%	817
2021 Q1	$4K	Buy	371 +8	+2%	+$100	﹤0.01%	851
2020 Q4	$4K	Buy	363 +8	+2%	+$93	﹤0.01%	806
2020 Q3	$3K	Buy	355 +8	+2%	+$89	﹤0.01%	786
2020 Q2	$3K	Buy	+347	New	+$3.59K	﹤0.01%	756
2015 Q3	–	Sell	-1,535	Closed	-$17K	–	407
2015 Q2	$17K	Buy	+1,535	New	+$17.7K	0.01%	217

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avior Wealth Management's ETY Position: Q1 2025 in Review

Avior Wealth Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 3,678 shares — an estimated $55K sold.

Avior Wealth Management first reported a position in ETY in Q2 2015 and held it in 20 quarters. The position peaked at $55K in Q4 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

Avior Wealth Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,678 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $55K.
Avior Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2015 and held it in 20 quarters.
Avior Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $55K in Q4 2024.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.