Cary Street Partners Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cary Street Partners Asset Management’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,112	Closed	-$51.7K	–	290
2023 Q1	$51.7K	Hold	1,112	–	–	0.01%	235
2022 Q4	$50.7K	Hold	1,112	–	–	0.01%	260
2022 Q3	$48K	Buy	+1,112	New	+$50.8K	0.01%	221

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Asset Management's ITM Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 1,112 shares — an estimated $51.7K sold.

Cary Street Partners Asset Management first reported a position in ITM in Q3 2022 and held it in 3 quarters. The position peaked at $51.7K in Q1 2023. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

Cary Street Partners Asset Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 1,112 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $51.7K.
Cary Street Partners Asset Management first reported a position in VanEck Intermediate Muni ETF in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's VanEck Intermediate Muni ETF position peaked at $51.7K in Q1 2023.
162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.