CTA
GDIV icon

Colonial Trust Advisors’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Colonial Trust Advisors’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
2023
Q2 		– Sell
-1,453
Closed -$17.5K – 920
2023
Q1 		$17.5K Buy
+1,453
New +$17.3K ﹤0.01% 442

Other funds holding GDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Colonial Trust Advisors's GDIV Position: Q2 2023 in Review

Colonial Trust Advisors sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q2 2023, closing a stake of 1,453 shares — an estimated $17.5K sold.

Colonial Trust Advisors first reported a position in GDIV in Q1 2023 and held it in 1 quarter. The position peaked at $17.5K in Q1 2023. 18 funds tracked by Wall St. Rank hold GDIV as of Q2 2023.

  • Colonial Trust Advisors reported no remaining Harbor Dividend Growth Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Colonial Trust Advisors sold 1,453 Harbor Dividend Growth Leaders ETF shares in Q2 2023, an estimated $17.5K.
  • Colonial Trust Advisors first reported a position in Harbor Dividend Growth Leaders ETF in Q1 2023 and held it in 1 quarter.
  • Colonial Trust Advisors's Harbor Dividend Growth Leaders ETF position peaked at $17.5K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2023.

Based on Colonial Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.