Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Sold by Bogart Wealth LLC

Bogart Wealth LLC reduced its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 0.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,229,671 shares of the company’s stock after selling 7,657 shares during the period. Capital Group Dividend Value ETF makes up approximately 2.0% of Bogart Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. Bogart Wealth LLC owned 0.54% of Capital Group Dividend Value ETF worth $43,358,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Blue Trust Inc. lifted its position in Capital Group Dividend Value ETF by 33.3% during the fourth quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock valued at $58,000 after purchasing an additional 400 shares during the period. Cassady Schiller Wealth Management LLC acquired a new position in Capital Group Dividend Value ETF during the third quarter valued at $83,000. Oakworth Capital Inc. acquired a new position in Capital Group Dividend Value ETF during the fourth quarter valued at $129,000. Westside Investment Management Inc. lifted its position in Capital Group Dividend Value ETF by 1,595.7% during the fourth quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock valued at $138,000 after purchasing an additional 3,670 shares during the period. Finally, Valley National Advisers Inc. lifted its position in Capital Group Dividend Value ETF by 503.2% during the third quarter. Valley National Advisers Inc. now owns 4,192 shares of the company’s stock valued at $151,000 after purchasing an additional 3,497 shares during the period.

Capital Group Dividend Value ETF Price Performance

NYSEARCA CGDV opened at $37.36 on Friday. Capital Group Dividend Value ETF has a 1 year low of $30.11 and a 1 year high of $37.37. The company has a fifty day moving average of $36.11 and a 200 day moving average of $35.94. The company has a market capitalization of $8.51 billion, a PE ratio of 22.38 and a beta of 0.92.

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.