Wells Fargo
DIVZ icon

Wells Fargo’s Polen Dividend Income ETF DIVZ Stock Holding History

Wells Fargo’s Portfolio DIVZ Stock Details DIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$21.2K – 7614
2023
Q3 		$21.2K Hold
800
– – ﹤0.01% 5572
2023
Q2 		$22K Buy
+800
New +$22K ﹤0.01% 5705

Other funds holding DIVZ

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Wells Fargo's DIVZ Position: Q4 2023 in Review

Wells Fargo sold out of Polen Dividend Income ETF (DIVZ) in Q4 2023, closing a stake of 800 shares — an estimated $21.2K sold.

Wells Fargo first reported a position in DIVZ in Q2 2023 and held it in 2 quarters. The position peaked at $22K in Q2 2023. 13 funds tracked by Wall St. Rank hold DIVZ as of Q4 2023.

  • Wells Fargo reported no remaining Polen Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 800 Polen Dividend Income ETF shares in Q4 2023, an estimated $21.2K.
  • Wells Fargo first reported a position in Polen Dividend Income ETF in Q2 2023 and held it in 2 quarters.
  • Wells Fargo's Polen Dividend Income ETF position peaked at $22K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.