Choate Investment Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Choate Investment Advisors’s Portfolio NOBL Stock Details NOBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,020	Closed	-$477K	–	424
2023 Q4	$477K	Hold	10,020	–	–	0.01%	248
2023 Q3	$444K	Hold	10,020	–	–	0.02%	249
2023 Q2	$472K	Hold	10,020	–	–	0.02%	209
2023 Q1	$457K	Hold	10,020	–	–	0.02%	191
2022 Q4	$451K	Hold	10,020	–	–	0.03%	191
2022 Q3	$401K	Hold	10,020	–	–	0.03%	178
2022 Q2	$428K	Buy	+10,020	New	+$456K	0.03%	181

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Choate Investment Advisors's NOBL Position: Q1 2024 in Review

Choate Investment Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2024, closing a stake of 10,020 shares — an estimated $477K sold.

Choate Investment Advisors first reported a position in NOBL in Q2 2022 and held it in 7 quarters. The position peaked at $477K in Q4 2023. 713 funds tracked by Wall St. Rank hold NOBL as of Q1 2024.

Choate Investment Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2024 after selling out during the quarter.
Choate Investment Advisors sold 10,020 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2024, an estimated $477K.
Choate Investment Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2022 and held it in 7 quarters.
Choate Investment Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $477K in Q4 2023.
713 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2024.

Based on Choate Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.