DF
HDV

DecisionPoint Financial’s iShares Core High Dividend ETF HDV Stock Holding History

DecisionPoint Financial’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-605
Closed -$12K – 229
2023
Q3 		$12K Buy
+605
New +$12.4K 0.01% 113

Other funds holding HDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

DecisionPoint Financial's HDV Position: Q4 2023 in Review

DecisionPoint Financial sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 605 shares — an estimated $12K sold.

DecisionPoint Financial first reported a position in HDV in Q3 2023 and held it in 1 quarter. The position peaked at $12K in Q3 2023. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

  • DecisionPoint Financial reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 605 iShares Core High Dividend ETF shares in Q4 2023, an estimated $12K.
  • DecisionPoint Financial first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's iShares Core High Dividend ETF position peaked at $12K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.