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BancFirst Trust & Investment Management’s VanEck Short Muni ETF SMB Stock Holding History

BancFirst Trust & Investment 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
2024
Q1 		– Sell
-13,210
Closed -$225K – 52
2023
Q4 		$225K Buy
+13,210
New +$223K 0.1% 45

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BancFirst Trust & Investment Management's SMB Position: Q1 2024 in Review

BancFirst Trust & Investment Management sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 13,210 shares — an estimated $225K sold.

BancFirst Trust & Investment Management first reported a position in SMB in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

  • BancFirst Trust & Investment Management reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
  • BancFirst Trust & Investment Management sold 13,210 VanEck Short Muni ETF shares in Q1 2024, an estimated $225K.
  • BancFirst Trust & Investment Management first reported a position in VanEck Short Muni ETF in Q4 2023 and held it in 1 quarter.
  • BancFirst Trust & Investment Management's VanEck Short Muni ETF position peaked at $225K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on BancFirst Trust & Investment Management's 13F filing for Q1 2024, filed 1 Apr 2024.