Sandy Cove Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sandy Cove Advisors’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
2023 Q4	–	Sell	-3,326	Closed	-$358K	–	122
2023 Q3	$358K	Hold	3,326	–	–	0.21%	82
2023 Q2	$377K	Buy	+3,326	New	+$379K	0.21%	82
2022 Q3	–	Sell	-1,759	Closed	-$207K	–	77
2022 Q2	$207K	Buy	1,759 +13	+0.7%	+$1.63K	0.19%	71
2022 Q1	$224K	Buy	+1,746	New	+$218K	0.19%	78

Other funds holding DVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sandy Cove Advisors's DVY Position: Q4 2023 in Review

Sandy Cove Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 3,326 shares — an estimated $358K sold.

Sandy Cove Advisors first reported a position in DVY in Q1 2022 and held it in 4 quarters. The position peaked at $377K in Q2 2023. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.

Sandy Cove Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
Sandy Cove Advisors sold 3,326 iShares Select Dividend ETF shares in Q4 2023, an estimated $358K.
Sandy Cove Advisors first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 4 quarters.
Sandy Cove Advisors's iShares Select Dividend ETF position peaked at $377K in Q2 2023.
1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.

Based on Sandy Cove Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.