SQA
HDV

Simon Quick Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Simon Quick 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
2022
Q2 		– Sell
-105
Closed -$2K – 272
2022
Q1 		$2K Hold
105
– – ﹤0.01% 334
2021
Q4 		$2K Buy
105
+5
+5% +$98 ﹤0.01% 352
2021
Q3 		$1K Sell
100
-375
-79% -$7.26K ﹤0.01% 406
2021
Q2 		$9K Buy
+475
New +$9.23K ﹤0.01% 381

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simon Quick Advisors's HDV Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 105 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in HDV in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Simon Quick Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 105 iShares Core High Dividend ETF shares in Q2 2022, an estimated $2K.
  • Simon Quick Advisors first reported a position in iShares Core High Dividend ETF in Q2 2021 and held it in 4 quarters.
  • Simon Quick Advisors's iShares Core High Dividend ETF position peaked at $9K in Q2 2021.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.