BHPW
NDVG

Beverly Hills Private Wealth’s Nuveen Dividend Growth ETF NDVG Stock Holding History

Beverly Hills Private Wealth’s Portfolio NDVG Stock Details NDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-86,593
Closed -$2.43M – 378
2023
Q4 		$2.43M Buy
+86,593
New +$2.28M 0.63% 41

Other funds holding NDVG

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's NDVG Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of Nuveen Dividend Growth ETF (NDVG) in Q1 2024, closing a stake of 86,593 shares — an estimated $2.43M sold.

Beverly Hills Private Wealth first reported a position in NDVG in Q4 2023 and held it in 1 quarter. The position peaked at $2.43M in Q4 2023. 4 funds tracked by Wall St. Rank hold NDVG as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining Nuveen Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 86,593 Nuveen Dividend Growth ETF shares in Q1 2024, an estimated $2.43M.
  • Beverly Hills Private Wealth first reported a position in Nuveen Dividend Growth ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Nuveen Dividend Growth ETF position peaked at $2.43M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen Dividend Growth ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.