Lake Street Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History

Lake Street Advisors Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,050	Closed	-$245K	–	286
2021 Q2	$245K	Buy	+2,050	New	+$244K	0.02%	279

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Street Advisors Group's DVY Position: Q3 2021 in Review

Lake Street Advisors Group sold out of iShares Select Dividend ETF (DVY) in Q3 2021, closing a stake of 2,050 shares — an estimated $245K sold.

Lake Street Advisors Group first reported a position in DVY in Q2 2021 and held it in 1 quarter. The position peaked at $245K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

Lake Street Advisors Group reported no remaining iShares Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Lake Street Advisors Group sold 2,050 iShares Select Dividend ETF shares in Q3 2021, an estimated $245K.
Lake Street Advisors Group first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 1 quarter.
Lake Street Advisors Group's iShares Select Dividend ETF position peaked at $245K in Q2 2021.
1,029 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.