Avidian Wealth Enterprises
SMB icon

Avidian Wealth Enterprises’s VanEck Short Muni ETF SMB Stock Holding History

Avidian Wealth Enterprises’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
2021
Q1 		– Sell
-27,639
Closed -$501K – 398
2020
Q4 		$501K Hold
27,639
– – 0.05% 188
2020
Q3 		$499K Buy
+27,639
New +$499K 0.06% 155

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
EisnerAmper Wealth Management Corporate Benefits
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Janney Capital Management
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Avidian Wealth Enterprises's SMB Position: Q1 2021 in Review

Avidian Wealth Enterprises sold out of VanEck Short Muni ETF (SMB) in Q1 2021, closing a stake of 27,639 shares — an estimated $501K sold.

Avidian Wealth Enterprises first reported a position in SMB in Q3 2020 and held it in 2 quarters. The position peaked at $501K in Q4 2020. 95 funds tracked by Wall St. Rank hold SMB as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining VanEck Short Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 27,639 VanEck Short Muni ETF shares in Q1 2021, an estimated $501K.
  • Avidian Wealth Enterprises first reported a position in VanEck Short Muni ETF in Q3 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's VanEck Short Muni ETF position peaked at $501K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2021, filed 5 May 2021.