HF
HDV

Halpern Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Halpern Financial’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
2020
Q3 		– Sell
-4,160
Closed -$67.5K – 211
2020
Q2 		$67.5K Hold
4,160
– – 0.04% 50
2020
Q1 		$59.5K Hold
4,160
– – 0.06% 42
2019
Q4 		$81.6K Buy
+4,160
New +$79.4K 0.06% 45

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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Halpern Financial's HDV Position: Q3 2020 in Review

Halpern Financial sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 4,160 shares — an estimated $67.5K sold.

Halpern Financial first reported a position in HDV in Q4 2019 and held it in 3 quarters. The position peaked at $81.6K in Q4 2019. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

  • Halpern Financial reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Halpern Financial sold 4,160 iShares Core High Dividend ETF shares in Q3 2020, an estimated $67.5K.
  • Halpern Financial first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 3 quarters.
  • Halpern Financial's iShares Core High Dividend ETF position peaked at $81.6K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Halpern Financial's 13F filing for Q3 2020, filed 21 Sep 2023.