PCS
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Personal CFO Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-1,701
Closed -$200K – 430
2022
Q2 		$200K Hold
1,701
– – 0.05% 399
2022
Q1 		$218K Buy
1,701
+2
+0.1% +$250 0.04% 422
2021
Q4 		$208K Buy
+1,699
New +$203K 0.04% 427

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal CFO Solutions's DVY Position: Q3 2022 in Review

Personal CFO Solutions sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 1,701 shares — an estimated $200K sold.

Personal CFO Solutions first reported a position in DVY in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q1 2022. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

  • Personal CFO Solutions reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 1,701 iShares Select Dividend ETF shares in Q3 2022, an estimated $200K.
  • Personal CFO Solutions first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 3 quarters.
  • Personal CFO Solutions's iShares Select Dividend ETF position peaked at $218K in Q1 2022.
  • 1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.