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Marino Stram & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Marino Stram & Associates’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
-1,981
Closed -$231K – 185
2021
Q2 		$231K Buy
+1,981
New +$236K 0.06% 236

Other funds holding DVY

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marino Stram & Associates's DVY Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Select Dividend ETF (DVY) in Q3 2021, closing a stake of 1,981 shares — an estimated $231K sold.

Marino Stram & Associates first reported a position in DVY in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 1,981 iShares Select Dividend ETF shares in Q3 2021, an estimated $231K.
  • Marino Stram & Associates first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's iShares Select Dividend ETF position peaked at $231K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.