PFPT
HDV

Pinnacle Financial Partners (Tennessee)’s iShares Core High Dividend ETF HDV Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,155
Closed -$233K – 555
2022
Q4 		$233K Buy
+11,155
New +$228K 0.01% 355

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UBS Group
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Wells Fargo
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LPL Financial
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Royal Bank of Canada
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MYLI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s HDV Position: Q1 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 11,155 shares — an estimated $233K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in HDV in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 11,155 iShares Core High Dividend ETF shares in Q1 2023, an estimated $233K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s iShares Core High Dividend ETF position peaked at $233K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2023, filed 26 Apr 2023.