GWAG
HDV

Garrett Wealth Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-4,340
Closed -$81.7K – 294
2019
Q3 		$81.7K Buy
+4,340
New +$81.6K 0.06% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Garrett Wealth Advisory Group's HDV Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2019, closing a stake of 4,340 shares — an estimated $81.7K sold.

Garrett Wealth Advisory Group first reported a position in HDV in Q3 2019 and held it in 1 quarter. The position peaked at $81.7K in Q3 2019. 559 funds tracked by Wall St. Rank hold HDV as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Core High Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 4,340 iShares Core High Dividend ETF shares in Q4 2019, an estimated $81.7K.
  • Garrett Wealth Advisory Group first reported a position in iShares Core High Dividend ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Core High Dividend ETF position peaked at $81.7K in Q3 2019.
  • 559 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.