Fortis Group Advisors’s Xtrackers MSCI All World ex US High Dividend Yield Equity ETF HDAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-527
Closed -$13K 526
2024
Q2
$13K Hold
527
﹤0.01% 276
2024
Q1
$13.1K Sell
527
-527
-50% -$12.7K ﹤0.01% 295
2023
Q4
$25.8K Buy
1,054
+527
+100% +$12.1K 0.01% 214
2023
Q3
$11.9K Buy
+527
New +$12.2K ﹤0.01% 210
2020
Q3
$11K Buy
+527
New +$11.5K ﹤0.01% 280

Fortis Group Advisors's HDAW Position: Q3 2024 in Review

Fortis Group Advisors sold out of Xtrackers MSCI All World ex US High Dividend Yield Equity ETF (HDAW) in Q3 2024, closing a stake of 527 shares — an estimated $13K sold.

Fortis Group Advisors first reported a position in HDAW in Q3 2020 and held it in 5 quarters. The position peaked at $25.8K in Q4 2023. 0 funds tracked by Wall St. Rank hold HDAW as of Q3 2024.

  • Fortis Group Advisors reported no remaining Xtrackers MSCI All World ex US High Dividend Yield Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 527 Xtrackers MSCI All World ex US High Dividend Yield Equity ETF shares in Q3 2024, an estimated $13K.
  • Fortis Group Advisors first reported a position in Xtrackers MSCI All World ex US High Dividend Yield Equity ETF in Q3 2020 and held it in 5 quarters.
  • Fortis Group Advisors's Xtrackers MSCI All World ex US High Dividend Yield Equity ETF position peaked at $25.8K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US High Dividend Yield Equity ETF as of Q3 2024.

Based on Fortis Group Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.