AWM
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Atticus Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Atticus Wealth Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-53
Closed -$885 – 601
2023
Q3 		$885 Buy
+53
New +$890 ﹤0.01% 543

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's SMB Position: Q4 2023 in Review

Atticus Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 53 shares — an estimated $885 sold.

Atticus Wealth Management first reported a position in SMB in Q3 2023 and held it in 1 quarter. The position peaked at $885 in Q3 2023. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

  • Atticus Wealth Management reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 53 VanEck Short Muni ETF shares in Q4 2023, an estimated $885.
  • Atticus Wealth Management first reported a position in VanEck Short Muni ETF in Q3 2023 and held it in 1 quarter.
  • Atticus Wealth Management's VanEck Short Muni ETF position peaked at $885 in Q3 2023.
  • 95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.