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Sonora Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sonora Investment Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-31
Closed -$1K – 1703
2020
Q3 		$1K Buy
+31
New +$1.23K ﹤0.01% 1701
2016
Q2 		– Sell
-410
Closed -$11K – 885
2016
Q1 		$11K Buy
+410
New +$10.3K ﹤0.01% 616

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management's DGRO Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2020, closing a stake of 31 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in DGRO in Q1 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2016. 584 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Sonora Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 31 iShares Core Dividend Growth ETF shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2016 and held it in 2 quarters.
  • Sonora Investment Management's iShares Core Dividend Growth ETF position peaked at $11K in Q1 2016.
  • 584 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.