Zevenbergen Capital Investments’s iShares Select Dividend ETF DVY Stock Holding History

Zevenbergen Capital Investments’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
2021 Q4	–	Sell	-8,550	Closed	-$981K	–	94
2021 Q3	$981K	Hold	8,550	–	–	0.02%	78
2021 Q2	$997K	Hold	8,550	–	–	0.02%	82
2021 Q1	$976K	Buy	+8,550	New	+$904K	0.02%	79

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 $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Zevenbergen Capital Investments's DVY Position: Q4 2021 in Review

Zevenbergen Capital Investments sold out of iShares Select Dividend ETF (DVY) in Q4 2021, closing a stake of 8,550 shares — an estimated $981K sold.

Zevenbergen Capital Investments first reported a position in DVY in Q1 2021 and held it in 3 quarters. The position peaked at $997K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold DVY as of Q4 2021.

Zevenbergen Capital Investments reported no remaining iShares Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Zevenbergen Capital Investments sold 8,550 iShares Select Dividend ETF shares in Q4 2021, an estimated $981K.
Zevenbergen Capital Investments first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 3 quarters.
Zevenbergen Capital Investments's iShares Select Dividend ETF position peaked at $997K in Q2 2021.
1,174 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2021.

Based on Zevenbergen Capital Investments's 13F filing for Q4 2021, filed 11 Feb 2022.