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Bison Wealth’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Bison Wealth’s Portfolio GDIV Stock Details GDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26,778
Closed -$302K – 276
2022
Q3 		$302K Sell
26,778
-13,662
-34% -$169K 0.12% 201
2022
Q2 		$484K Buy
+40,440
New +$509K 0.28% 95

Other funds holding GDIV

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bison Wealth's GDIV Position: Q4 2022 in Review

Bison Wealth sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q4 2022, closing a stake of 26,778 shares — an estimated $302K sold.

Bison Wealth first reported a position in GDIV in Q2 2022 and held it in 2 quarters. The position peaked at $484K in Q2 2022. 14 funds tracked by Wall St. Rank hold GDIV as of Q4 2022.

  • Bison Wealth reported no remaining Harbor Dividend Growth Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Bison Wealth sold 26,778 Harbor Dividend Growth Leaders ETF shares in Q4 2022, an estimated $302K.
  • Bison Wealth first reported a position in Harbor Dividend Growth Leaders ETF in Q2 2022 and held it in 2 quarters.
  • Bison Wealth's Harbor Dividend Growth Leaders ETF position peaked at $484K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q4 2022.

Based on Bison Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.