Checchi Capital Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,999
Closed -$673K 523
2020
Q4
$673K Buy
+6,999
New +$635K 0.07% 189
2016
Q3
Sell
-1,965
Closed -$168K 630
2016
Q2
$168K Buy
+1,965
New +$162K 0.02% 397

Other funds holding DVY

Checchi Capital Advisers's DVY Position: Q1 2021 in Review

Checchi Capital Advisers sold out of iShares Select Dividend ETF (DVY) in Q1 2021, closing a stake of 6,999 shares — an estimated $673K sold.

Checchi Capital Advisers first reported a position in DVY in Q2 2016 and held it in 2 quarters. The position peaked at $673K in Q4 2020. 1,007 funds tracked by Wall St. Rank hold DVY as of Q1 2021.

  • Checchi Capital Advisers reported no remaining iShares Select Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Checchi Capital Advisers sold 6,999 iShares Select Dividend ETF shares in Q1 2021, an estimated $673K.
  • Checchi Capital Advisers first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's iShares Select Dividend ETF position peaked at $673K in Q4 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2021.

Based on Checchi Capital Advisers's 13F filing for Q1 2021, filed 10 May 2021.