Bison Wealth
GDIV icon

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 $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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.