Fisher Asset Management
HDV

Fisher Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Fisher Asset Management’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
Q3 		– Sell
-10,580
Closed -$213K – 1212
2023
Q2 		$213K Buy
+10,580
New +$213K ﹤0.01% 1015
2022
Q3 		– Sell
-12,215
Closed -$245K – 962
2022
Q2 		$245K Buy
+12,215
New +$258K ﹤0.01% 838
2019
Q4 		– Sell
-13,160
Closed -$248K – 840
2019
Q3 		$248K Sell
13,160
-175
-1% -$3.29K ﹤0.01% 761
2019
Q2 		$252K Buy
13,335
+1,190
+10% +$22.3K ﹤0.01% 763
2019
Q1 		$227K Buy
+12,145
New +$218K ﹤0.01% 742

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return