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VisionPoint Advisory Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

VisionPoint Advisory Group’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,033
Closed -$64.2K – 789
2023
Q3 		$64.2K Buy
+3,033
New +$68.5K 0.03% 223

Other funds holding EVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VisionPoint Advisory Group's EVT Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2023, closing a stake of 3,033 shares — an estimated $64.2K sold.

VisionPoint Advisory Group first reported a position in EVT in Q3 2023 and held it in 1 quarter. The position peaked at $64.2K in Q3 2023. 117 funds tracked by Wall St. Rank hold EVT as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3,033 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2023, an estimated $64.2K.
  • VisionPoint Advisory Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $64.2K in Q3 2023.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.