Laird Norton Wetherby Wealth Management’s AAM S&P Developed Markets High Dividend Value ETF DMDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$242K | – | 956 |
|
|
2024
Q3 | $242K | Hold |
10,000
| – | – | 0.01% | 803 |
|
|
2024
Q2 | $220K | Hold |
10,000
| – | – | 0.01% | 819 |
|
|
2024
Q1 | $227K | Hold |
10,000
| – | – | 0.01% | 843 |
|
|
2023
Q4 | $227K | Hold |
10,000
| – | – | 0.01% | 818 |
|
|
2023
Q3 | $210K | Hold |
10,000
| – | – | 0.01% | 807 |
|
|
2023
Q2 | $219K | Hold |
10,000
| – | – | 0.01% | 815 |
|
|
2023
Q1 | $218K | Hold |
10,000
| – | – | 0.01% | 799 |
|
|
2022
Q4 | $206K | Sell |
10,000
-10,000
| -50% | -$195K | 0.01% | 790 |
|
|
2022
Q3 | $348K | Sell |
20,000
-10,000
| -33% | -$200K | 0.02% | 607 |
|
|
2022
Q2 | $626K | Buy |
30,000
+15,000
| +100% | +$335K | 0.04% | 423 |
|
|
2022
Q1 | $351K | Hold |
15,000
| – | – | 0.02% | 660 |
|
|
2021
Q4 | $353K | Hold |
15,000
| – | – | 0.02% | 654 |
|
|
2021
Q3 | $356K | Hold |
15,000
| – | – | 0.02% | 638 |
|
|
2021
Q2 | $375K | Buy |
+15,000
| New | +$377K | 0.02% | 627 |
|
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$335K | – | 918 |
|
|
2020
Q4 | $335K | Buy |
+15,000
| New | +$314K | 0.02% | 617 |
|
Laird Norton Wetherby Wealth Management's DMDV Position: Q4 2024 in Review
Laird Norton Wetherby Wealth Management sold out of AAM S&P Developed Markets High Dividend Value ETF (DMDV) in Q4 2024, closing a stake of 10,000 shares — an estimated $242K sold.
Laird Norton Wetherby Wealth Management first reported a position in DMDV in Q4 2020 and held it in 15 quarters. The position peaked at $626K in Q2 2022. 0 funds tracked by Wall St. Rank hold DMDV as of Q4 2024.
- Laird Norton Wetherby Wealth Management reported no remaining AAM S&P Developed Markets High Dividend Value ETF position as of Q4 2024 after selling out during the quarter.
- Laird Norton Wetherby Wealth Management sold 10,000 AAM S&P Developed Markets High Dividend Value ETF shares in Q4 2024, an estimated $242K.
- Laird Norton Wetherby Wealth Management first reported a position in AAM S&P Developed Markets High Dividend Value ETF in Q4 2020 and held it in 15 quarters.
- Laird Norton Wetherby Wealth Management's AAM S&P Developed Markets High Dividend Value ETF position peaked at $626K in Q2 2022.
- 0 funds tracked by Wall St. Rank held AAM S&P Developed Markets High Dividend Value ETF as of Q4 2024.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.