Doyle Wealth Management’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Doyle Wealth Management’s Portfolio DDF Stock Details DDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$73K	Hold	10,000	–	–	0.01%	203
2022 Q2	$85K	Hold	10,000	–	–	0.01%	209
2022 Q1	$108K	Hold	10,000	–	–	0.01%	243
2021 Q4	$117K	Hold	10,000	–	–	0.01%	231
2021 Q3	$110K	Hold	10,000	–	–	0.01%	222
2021 Q2	$113K	Sell	10,000 -8,000	-44%	-$89.7K	0.01%	217
2021 Q1	$187K	Hold	18,000	–	–	0.02%	211
2020 Q4	$167K	Hold	18,000	–	–	0.02%	208
2020 Q3	$145K	Hold	18,000	–	–	0.02%	188
2020 Q2	$151K	Hold	18,000	–	–	0.02%	176
2020 Q1	$150K	Hold	18,000	–	–	0.02%	176
2019 Q4	$273K	Hold	18,000	–	–	0.03%	173
2019 Q3	$247K	Buy	+18,000	New	+$252K	0.03%	175

Other funds holding DDF

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Doyle Wealth Management's DDF Position: Q3 2022 in Review

Doyle Wealth Management held its Delaware Investments Dividend & Income Fund, Inc. (DDF) position steady in Q3 2022 at 10,000 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #203.

Doyle Wealth Management first reported a position in DDF in Q3 2019 and has held it in 13 quarters since. The position peaked at $273K in Q4 2019. 22 funds tracked by Wall St. Rank hold DDF as of Q3 2022.

Doyle Wealth Management held 10,000 shares of Delaware Investments Dividend & Income Fund, Inc. worth $73K as of Q3 2022.
Doyle Wealth Management left its Delaware Investments Dividend & Income Fund, Inc. share count unchanged in Q3 2022.
Delaware Investments Dividend & Income Fund, Inc. made up 0.01% of Doyle Wealth Management's portfolio in Q3 2022, its #203 holding.
Doyle Wealth Management first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q3 2019 and has held it in 13 quarters since.
Doyle Wealth Management's Delaware Investments Dividend & Income Fund, Inc. position peaked at $273K in Q4 2019.
22 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.