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Benedetti & Gucer’s VanEck Short Muni ETF SMB Stock Holding History

Benedetti & Gucer’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
2022
Q3 		– Sell
-23,916
Closed -$409K – 97
2022
Q2 		$409K Buy
+23,916
New +$405K 0.28% 52

Other funds holding SMB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Benedetti & Gucer's SMB Position: Q3 2022 in Review

Benedetti & Gucer sold out of VanEck Short Muni ETF (SMB) in Q3 2022, closing a stake of 23,916 shares — an estimated $409K sold.

Benedetti & Gucer first reported a position in SMB in Q2 2022 and held it in 1 quarter. The position peaked at $409K in Q2 2022. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

  • Benedetti & Gucer reported no remaining VanEck Short Muni ETF position as of Q3 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 23,916 VanEck Short Muni ETF shares in Q3 2022, an estimated $409K.
  • Benedetti & Gucer first reported a position in VanEck Short Muni ETF in Q2 2022 and held it in 1 quarter.
  • Benedetti & Gucer's VanEck Short Muni ETF position peaked at $409K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on Benedetti & Gucer's 13F filing for Q3 2022, filed 25 Oct 2022.