Cary Street Partners Investment Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-113	Closed	-$3.06K	–	685
2023 Q3	$3.06K	Hold	113	–	–	﹤0.01%	1596
2023 Q2	$3.14K	Sell	113 -68	-38%	-$1.87K	﹤0.01%	1518
2023 Q1	$5.07K	Hold	181	–	–	﹤0.01%	1325
2022 Q4	$4.89K	Buy	+181	New	+$4.86K	﹤0.01%	1336

Other funds holding ANGL

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's ANGL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 113 shares — an estimated $3.06K sold.

Cary Street Partners Investment Advisory first reported a position in ANGL in Q4 2022 and held it in 4 quarters. The position peaked at $5.07K in Q1 2023. 342 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 113 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $3.06K.
Cary Street Partners Investment Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.07K in Q1 2023.
342 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.