RPWA
HDV

Regent Peak Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-320
Closed -$6K – 501
2020
Q4 		$6K Buy
+320
New +$5.42K ﹤0.01% 630

Other funds holding HDV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Regent Peak Wealth Advisors's HDV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2021, closing a stake of 320 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in HDV in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 517 funds tracked by Wall St. Rank hold HDV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 320 iShares Core High Dividend ETF shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares Core High Dividend ETF position peaked at $6K in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.