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Heritage Wealth Management (Arizona)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,639
Closed -$62K – 933
2021
Q1 		$62K Buy
+1,639
New +$59.5K 0.03% 334

Other funds holding YLDE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s YLDE Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2021, closing a stake of 1,639 shares — an estimated $62K sold.

Heritage Wealth Management (Arizona) first reported a position in YLDE in Q1 2021 and held it in 1 quarter. The position peaked at $62K in Q1 2021. 12 funds tracked by Wall St. Rank hold YLDE as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,639 ClearBridge Dividend Strategy ESG ETF shares in Q2 2021, an estimated $62K.
  • Heritage Wealth Management (Arizona) first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s ClearBridge Dividend Strategy ESG ETF position peaked at $62K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.