Tranquility Partners’s iShares Select Dividend ETF DVY Stock Holding History

Tranquility Partners’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
2023 Q3	–	Sell	-3,430	Closed	-$389K	–	214
2023 Q2	$389K	Hold	3,430	–	–	0.17%	137
2023 Q1	$402K	Hold	3,430	–	–	0.19%	132
2022 Q4	$414K	Sell	3,430 -100	-3%	-$11.8K	0.21%	119
2022 Q3	$378K	Sell	3,530 -51	-1%	-$6.11K	0.21%	121
2022 Q2	$421K	Hold	3,581	–	–	0.22%	122
2022 Q1	$459K	Hold	3,581	–	–	0.21%	119
2021 Q4	$439K	Hold	3,581	–	–	0.2%	121
2021 Q3	$411K	Sell	3,581 -29	-0.8%	-$3.39K	0.21%	131
2021 Q2	$421K	Buy	3,610 +109	+3%	+$13K	0.24%	118
2021 Q1	$399K	Hold	3,501	–	–	0.25%	112
2020 Q4	$337K	Sell	3,501 -73	-2%	-$6.63K	0.24%	110
2020 Q3	$291K	Hold	3,574	–	–	0.25%	111
2020 Q2	$288K	Sell	3,574 -2,265	-39%	-$181K	0.27%	109
2020 Q1	$429K	Sell	5,839 -215	-4%	-$20.5K	0.49%	59
2019 Q4	$640K	Hold	6,054	–	–	0.58%	52
2019 Q3	$617K	Hold	6,054	–	–	0.65%	46
2019 Q2	$603K	Buy	+6,054	New	+$597K	0.65%	45

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Tranquility Partners's DVY Position: Q3 2023 in Review

Tranquility Partners sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 3,430 shares — an estimated $389K sold.

Tranquility Partners first reported a position in DVY in Q2 2019 and held it in 17 quarters. The position peaked at $640K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Tranquility Partners reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Tranquility Partners sold 3,430 iShares Select Dividend ETF shares in Q3 2023, an estimated $389K.
Tranquility Partners first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 17 quarters.
Tranquility Partners's iShares Select Dividend ETF position peaked at $640K in Q4 2019.
1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Tranquility Partners's 13F filing for Q3 2023, filed 31 Oct 2023.