Bogart Wealth LLC raised its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 0.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,398,601 shares of the company’s stock after buying an additional 19,031 shares during the period. Capital Group Dividend Value ETF makes up about 3.9% of Bogart Wealth LLC’s investment portfolio, making the stock its 5th largest holding. Bogart Wealth LLC’s holdings in Capital Group Dividend Value ETF were worth $102,036,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Pflug Koory LLC acquired a new stake in Capital Group Dividend Value ETF during the 4th quarter valued at $25,000. Flagship Wealth Advisors LLC acquired a new stake in shares of Capital Group Dividend Value ETF in the fourth quarter worth $32,000. Bay Harbor Wealth Management LLC acquired a new stake in shares of Capital Group Dividend Value ETF in the fourth quarter worth $32,000. Tucker Asset Management LLC purchased a new position in shares of Capital Group Dividend Value ETF during the fourth quarter valued at $32,000. Finally, Triumph Capital Management purchased a new position in shares of Capital Group Dividend Value ETF during the third quarter valued at $32,000.
Capital Group Dividend Value ETF Stock Performance
NYSEARCA:CGDV opened at $48.95 on Monday. The business’s fifty day moving average price is $48.01 and its 200 day moving average price is $45.65. The firm has a market capitalization of $36.89 billion, a price-to-earnings ratio of 26.59 and a beta of 0.88. Capital Group Dividend Value ETF has a 1-year low of $39.76 and a 1-year high of $49.44.
Capital Group Dividend Value ETF Company Profile
The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.
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