NWMG
QDYN

National Wealth Management Group’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

National Wealth Management Group’s Portfolio QDYN Stock Details QDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,102
Closed -$595K – 139
2021
Q4 		$595K Buy
+9,102
New +$575K 0.56% 59

Other funds holding QDYN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

National Wealth Management Group's QDYN Position: Q1 2022 in Review

National Wealth Management Group sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q1 2022, closing a stake of 9,102 shares — an estimated $595K sold.

National Wealth Management Group first reported a position in QDYN in Q4 2021 and held it in 1 quarter. The position peaked at $595K in Q4 2021. 12 funds tracked by Wall St. Rank hold QDYN as of Q1 2022.

  • National Wealth Management Group reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 9,102 FlexShares Quality Dividend Dynamic Index Fund shares in Q1 2022, an estimated $595K.
  • National Wealth Management Group first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's FlexShares Quality Dividend Dynamic Index Fund position peaked at $595K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.