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Fernwood Investment Management’s Altrius Global Dividend ETF DIVD Stock Holding History

Fernwood Investment Management’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,227
Closed -$142K – 311
2024
Q1 		$142K Buy
+4,227
New +$135K 0.04% 231

Other funds holding DIVD

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fernwood Investment Management's DIVD Position: Q2 2024 in Review

Fernwood Investment Management sold out of Altrius Global Dividend ETF (DIVD) in Q2 2024, closing a stake of 4,227 shares — an estimated $142K sold.

Fernwood Investment Management first reported a position in DIVD in Q1 2024 and held it in 1 quarter. The position peaked at $142K in Q1 2024. 10 funds tracked by Wall St. Rank hold DIVD as of Q2 2024.

  • Fernwood Investment Management reported no remaining Altrius Global Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 4,227 Altrius Global Dividend ETF shares in Q2 2024, an estimated $142K.
  • Fernwood Investment Management first reported a position in Altrius Global Dividend ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Altrius Global Dividend ETF position peaked at $142K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.