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Fortis Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Fortis Capital Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-413
Closed -$48.4K – 245
2023
Q1 		$48.4K Sell
413
-200
-33% -$24.2K 0.03% 288
2022
Q4 		$73.9K Buy
+613
New +$72.5K 0.04% 254

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortis Capital Advisors's DVY Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 413 shares — an estimated $48.4K sold.

Fortis Capital Advisors first reported a position in DVY in Q4 2022 and held it in 2 quarters. The position peaked at $73.9K in Q4 2022. 1,185 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 413 iShares Select Dividend ETF shares in Q2 2023, an estimated $48.4K.
  • Fortis Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Select Dividend ETF position peaked at $73.9K in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.