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Legacy Capital Group California’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Legacy Capital Group California’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
-5,502
Closed -$244K – 319
2024
Q1 		$244K Sell
5,502
-1,666
-23% -$69.9K 0.09% 258
2023
Q4 		$284K Buy
+7,168
New +$263K 0.11% 227

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

Legacy Capital Group California's DYNF Position: Q2 2024 in Review

Legacy Capital Group California sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2024, closing a stake of 5,502 shares — an estimated $244K sold.

Legacy Capital Group California first reported a position in DYNF in Q4 2023 and held it in 2 quarters. The position peaked at $284K in Q4 2023. 391 funds tracked by Wall St. Rank hold DYNF as of Q2 2024.

  • Legacy Capital Group California reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 5,502 BlackRock US Equity Factor Rotation ETF shares in Q2 2024, an estimated $244K.
  • Legacy Capital Group California first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2023 and held it in 2 quarters.
  • Legacy Capital Group California's BlackRock US Equity Factor Rotation ETF position peaked at $284K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.