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Sterling Investment Advisors (Pennsylvania)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-52
Closed -$2K – 638
2022
Q1 		$2K Buy
+52
New +$2.17K ﹤0.01% 546

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s YLDE Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2022, closing a stake of 52 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in YLDE in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 18 funds tracked by Wall St. Rank hold YLDE as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 52 ClearBridge Dividend Strategy ESG ETF shares in Q2 2022, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s ClearBridge Dividend Strategy ESG ETF position peaked at $2K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.