Column Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Column Capital Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$23.3K	Buy	+216	New	+$24.6K	﹤0.01%	414
2020 Q2	–	Sell	-305	Closed	-$22K	–	847
2020 Q1	$22K	Hold	305	–	–	0.01%	293
2019 Q4	$32K	Buy	+305	New	+$31.4K	0.02%	296

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Column Capital Advisors's DVY Position: Q3 2023 in Review

Column Capital Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q3 2023: 216 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Column Capital Advisors previously reported a position in DVY as recently as Q1 2020.

Column Capital Advisors first reported a position in DVY in Q4 2019 and has held it in 3 quarters since. The position peaked at $32K in Q4 2019. 1,155 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Column Capital Advisors held 216 shares of iShares Select Dividend ETF worth $23.3K as of Q3 2023.
iShares Select Dividend ETF was a new Column Capital Advisors position in Q3 2023.
iShares Select Dividend ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #414 holding.
Column Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 3 quarters since.
Column Capital Advisors's iShares Select Dividend ETF position peaked at $32K in Q4 2019.
1,155 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.