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Joseph P. Lucia & Associates’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-750
Closed -$25K – 192
2022
Q2 		$25K Buy
+750
New +$27K 0.02% 226

Other funds holding DVYA

OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joseph P. Lucia & Associates's DVYA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q3 2022, closing a stake of 750 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in DVYA in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 21 funds tracked by Wall St. Rank hold DVYA as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining iShares Asia/Pacific Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 750 iShares Asia/Pacific Dividend ETF shares in Q3 2022, an estimated $25K.
  • Joseph P. Lucia & Associates first reported a position in iShares Asia/Pacific Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's iShares Asia/Pacific Dividend ETF position peaked at $25K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.