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Concord Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Concord Wealth Partners’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-130
Closed -$5.77K – 866
2024
Q1 		$5.77K Buy
+130
New +$5.45K ﹤0.01% 637

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Envestnet Portfolio Solutions
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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concord Wealth Partners's DYNF Position: Q2 2024 in Review

Concord Wealth Partners sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2024, closing a stake of 130 shares — an estimated $5.77K sold.

Concord Wealth Partners first reported a position in DYNF in Q1 2024 and held it in 1 quarter. The position peaked at $5.77K in Q1 2024. 391 funds tracked by Wall St. Rank hold DYNF as of Q2 2024.

  • Concord Wealth Partners reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 130 BlackRock US Equity Factor Rotation ETF shares in Q2 2024, an estimated $5.77K.
  • Concord Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 1 quarter.
  • Concord Wealth Partners's BlackRock US Equity Factor Rotation ETF position peaked at $5.77K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.