Cedar Wealth Management’s DNP Select Income Fund DNP Stock Holding History

Cedar Wealth Management’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,900	Closed	-$15.6K	–	274
2024 Q2	$15.6K	Hold	1,900	–	–	0.01%	214
2024 Q1	$17.2K	Hold	1,900	–	–	0.01%	223
2023 Q4	$16.1K	Hold	1,900	–	–	0.01%	209
2023 Q3	$18.1K	Hold	1,900	–	–	0.01%	206
2023 Q2	$19.9K	Hold	1,900	–	–	0.01%	210
2023 Q1	$20.9K	Hold	1,900	–	–	0.01%	199
2022 Q4	$21.4K	Hold	1,900	–	–	0.01%	192
2022 Q3	$20K	Hold	1,900	–	–	0.01%	215
2022 Q2	$21K	Hold	1,900	–	–	0.01%	223
2022 Q1	$22K	Hold	1,900	–	–	0.01%	240
2021 Q4	$21K	Buy	+1,900	New	+$20.5K	0.01%	241
2017 Q4	–	Sell	-550	Closed	-$6K	–	134
2017 Q3	$6K	Hold	550	–	–	﹤0.01%	114
2017 Q2	$6K	Hold	550	–	–	﹤0.01%	111
2017 Q1	$6K	Buy	+550	New	+$5.84K	﹤0.01%	111

Other funds holding DNP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Cedar Wealth Management's DNP Position: Q3 2024 in Review

Cedar Wealth Management sold out of DNP Select Income Fund (DNP) in Q3 2024, closing a stake of 1,900 shares — an estimated $15.6K sold.

Cedar Wealth Management first reported a position in DNP in Q1 2017 and held it in 14 quarters. The position peaked at $22K in Q1 2022. 301 funds tracked by Wall St. Rank hold DNP as of Q3 2024.

Cedar Wealth Management reported no remaining DNP Select Income Fund position as of Q3 2024 after selling out during the quarter.
Cedar Wealth Management sold 1,900 DNP Select Income Fund shares in Q3 2024, an estimated $15.6K.
Cedar Wealth Management first reported a position in DNP Select Income Fund in Q1 2017 and held it in 14 quarters.
Cedar Wealth Management's DNP Select Income Fund position peaked at $22K in Q1 2022.
301 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.