Sunesis Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sunesis 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
2024 Q1	–	Sell	-2,281	Closed	-$267K	–	59
2023 Q4	$267K	Hold	2,281	–	–	0.16%	57
2023 Q3	$246K	Buy	+2,281	New	+$259K	0.17%	58
2023 Q1	$263K	Buy	+2,246	New	+$272K	0.19%	59
2019 Q4	–	Sell	-2,000	Closed	-$204K	–	30
2019 Q3	$204K	Buy	+2,000	New	+$199K	0.21%	28
2018 Q4	–	Sell	-2,000	Closed	-$200K	–	30
2018 Q3	$200K	Buy	+2,000	New	+$201K	0.2%	28

Other funds holding DVY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunesis Advisors's DVY Position: Q1 2024 in Review

Sunesis Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2024, closing a stake of 2,281 shares — an estimated $267K sold.

Sunesis Advisors first reported a position in DVY in Q3 2018 and held it in 5 quarters. The position peaked at $267K in Q4 2023. 1,229 funds tracked by Wall St. Rank hold DVY as of Q1 2024.

Sunesis Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Sunesis Advisors sold 2,281 iShares Select Dividend ETF shares in Q1 2024, an estimated $267K.
Sunesis Advisors first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 5 quarters.
Sunesis Advisors's iShares Select Dividend ETF position peaked at $267K in Q4 2023.
1,229 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.