LWAC
HDV

Laurel Wealth Advisors (California)’s iShares Core High Dividend ETF HDV Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,265
Closed -$366K – 639
2022
Q2 		$366K Buy
+18,265
New +$386K 0.04% 440

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HDV Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 18,265 shares — an estimated $366K sold.

Laurel Wealth Advisors (California) first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $366K in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 18,265 iShares Core High Dividend ETF shares in Q3 2022, an estimated $366K.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares Core High Dividend ETF position peaked at $366K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.