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FSB Premier Wealth Management’s DNP Select Income Fund DNP Stock Holding History

FSB Premier Wealth Management’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-504
Closed -$5K – 235
2021
Q4 		$5K Buy
+504
New +$5.44K ﹤0.01% 451

Other funds holding DNP

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Royal Bank of Canada
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AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FSB Premier Wealth Management's DNP Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of DNP Select Income Fund (DNP) in Q1 2022, closing a stake of 504 shares — an estimated $5K sold.

FSB Premier Wealth Management first reported a position in DNP in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 267 funds tracked by Wall St. Rank hold DNP as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining DNP Select Income Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 504 DNP Select Income Fund shares in Q1 2022, an estimated $5K.
  • FSB Premier Wealth Management first reported a position in DNP Select Income Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's DNP Select Income Fund position peaked at $5K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.