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Prime Capital Investment Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Prime Capital Investment Advisors’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,239
Closed -$274K – 944
2024
Q2 		$274K Sell
11,239
-4,930
-30% -$123K ﹤0.01% 755
2024
Q1 		$399K Sell
16,169
-1,020
-6% -$24.7K 0.01% 688
2023
Q4 		$424K Buy
+17,189
New +$396K 0.01% 617

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Prime Capital Investment Advisors's HDEF Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q3 2024, closing a stake of 11,239 shares — an estimated $274K sold.

Prime Capital Investment Advisors first reported a position in HDEF in Q4 2023 and held it in 3 quarters. The position peaked at $424K in Q4 2023. 89 funds tracked by Wall St. Rank hold HDEF as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 11,239 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2024, an estimated $274K.
  • Prime Capital Investment Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $424K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.