Lumature Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Lumature Wealth Partners’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
2022 Q1	–	Sell	-700	Closed	-$86K	–	408
2021 Q4	$86K	Hold	700	–	–	0.03%	197
2021 Q3	$80K	Hold	700	–	–	0.03%	195
2021 Q2	$82K	Hold	700	–	–	0.03%	194
2021 Q1	$80K	Hold	700	–	–	0.04%	185
2020 Q4	$67K	Buy	+700	New	+$63.5K	0.06%	143

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

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

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

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

Lumature Wealth Partners's DVY Position: Q1 2022 in Review

Lumature Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 700 shares — an estimated $86K sold.

Lumature Wealth Partners first reported a position in DVY in Q4 2020 and held it in 5 quarters. The position peaked at $86K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

Lumature Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
Lumature Wealth Partners sold 700 iShares Select Dividend ETF shares in Q1 2022, an estimated $86K.
Lumature Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 5 quarters.
Lumature Wealth Partners's iShares Select Dividend ETF position peaked at $86K in Q4 2021.
1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.