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

Meridian 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
2021
Q2 		– Sell
-143
Closed -$16K – 419
2021
Q1 		$16K Buy
+143
New +$15.1K ﹤0.01% 327
2020
Q2 		– Sell
-322
Closed -$24K – 205
2020
Q1 		$24K Buy
+322
New +$30.8K 0.01% 161

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meridian Wealth Partners's DVY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q2 2021, closing a stake of 143 shares — an estimated $16K sold.

Meridian Wealth Partners first reported a position in DVY in Q1 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2020. 1,036 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 143 iShares Select Dividend ETF shares in Q2 2021, an estimated $16K.
  • Meridian Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Partners's iShares Select Dividend ETF position peaked at $24K in Q1 2020.
  • 1,036 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.