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HM Payson & Co’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

HM Payson & Co’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-81
Closed -$3.6K – 1006
2024
Q1 		$3.6K Buy
+81
New +$3.4K ﹤0.01% 884

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HM Payson & Co's DYNF Position: Q2 2024 in Review

HM Payson & Co sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2024, closing a stake of 81 shares — an estimated $3.6K sold.

HM Payson & Co first reported a position in DYNF in Q1 2024 and held it in 1 quarter. The position peaked at $3.6K in Q1 2024. 391 funds tracked by Wall St. Rank hold DYNF as of Q2 2024.

  • HM Payson & Co reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 81 BlackRock US Equity Factor Rotation ETF shares in Q2 2024, an estimated $3.6K.
  • HM Payson & Co first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 1 quarter.
  • HM Payson & Co's BlackRock US Equity Factor Rotation ETF position peaked at $3.6K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.