Moisand Fitzgerald Tamayo’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio NOBL Stock Details NOBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-314	Closed	-$13.9K	–	764
2023 Q3	$13.9K	Hold	314	–	–	﹤0.01%	301
2023 Q2	$14.8K	Hold	314	–	–	﹤0.01%	283
2023 Q1	$14.3K	Sell	314 -314	-50%	-$14.3K	﹤0.01%	292
2022 Q4	$28.3K	Hold	628	–	–	0.01%	213
2022 Q3	$25K	Hold	628	–	–	0.01%	210
2022 Q2	$27K	Hold	628	–	–	0.01%	203
2022 Q1	$30K	Hold	628	–	–	0.01%	120
2021 Q4	$31K	Hold	628	–	–	0.01%	176
2021 Q3	$28K	Hold	628	–	–	0.01%	176
2021 Q2	$28K	Buy	+628	New	+$28.4K	0.01%	182

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NOBL Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2023, closing a stake of 314 shares — an estimated $13.9K sold.

Moisand Fitzgerald Tamayo first reported a position in NOBL in Q2 2021 and held it in 10 quarters. The position peaked at $31K in Q4 2021. 709 funds tracked by Wall St. Rank hold NOBL as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 314 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2023, an estimated $13.9K.
Moisand Fitzgerald Tamayo first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2021 and held it in 10 quarters.
Moisand Fitzgerald Tamayo's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $31K in Q4 2021.
709 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.