Syverson Strege & Co’s DNP Select Income Fund DNP Stock Holding History

Syverson Strege & Co’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-123	Closed	-$1.36K	–	215
2023 Q1	$1.36K	Hold	123	–	–	﹤0.01%	554
2022 Q4	$1.38K	Hold	123	–	–	﹤0.01%	270
2022 Q3	$1K	Hold	123	–	–	﹤0.01%	264
2022 Q2	$1K	Hold	123	–	–	﹤0.01%	311
2022 Q1	$1K	Hold	123	–	–	﹤0.01%	284
2021 Q4	$1K	Hold	123	–	–	﹤0.01%	284
2021 Q3	$1K	Hold	123	–	–	﹤0.01%	426
2021 Q2	$1K	Hold	123	–	–	﹤0.01%	259
2021 Q1	$1K	Hold	123	–	–	﹤0.01%	252
2020 Q4	$1K	Buy	+123	New	+$1.26K	﹤0.01%	231

Other funds holding DNP

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Syverson Strege & Co's DNP Position: Q2 2023 in Review

Syverson Strege & Co sold out of DNP Select Income Fund (DNP) in Q2 2023, closing a stake of 123 shares — an estimated $1.36K sold.

Syverson Strege & Co first reported a position in DNP in Q4 2020 and held it in 10 quarters. The position peaked at $1.38K in Q4 2022. 284 funds tracked by Wall St. Rank hold DNP as of Q2 2023.

Syverson Strege & Co reported no remaining DNP Select Income Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 123 DNP Select Income Fund shares in Q2 2023, an estimated $1.36K.
Syverson Strege & Co first reported a position in DNP Select Income Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's DNP Select Income Fund position peaked at $1.38K in Q4 2022.
284 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.