Cary Street Partners Investment Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,340	Closed	-$68.8K	–	1890
2023 Q2	$68.8K	Sell	1,340 -6,825	-84%	-$350K	﹤0.01%	740
2023 Q1	$422K	Sell	8,165 -2,905	-26%	-$150K	0.03%	363
2022 Q4	$560K	Sell	11,070 -394	-3%	-$19.9K	0.04%	319
2022 Q3	$572K	Sell	11,464 -70	-0.6%	-$3.73K	0.05%	291
2022 Q2	$621K	Buy	11,534 +2,266	+24%	+$124K	0.05%	279
2022 Q1	$532K	Buy	9,268 +225	+2%	+$13.5K	0.15%	149
2021 Q4	$565K	Buy	9,043 +2,291	+34%	+$143K	0.16%	141
2021 Q3	$422K	Sell	6,752 -331	-5%	-$21K	0.14%	153
2021 Q2	$451K	Buy	+7,083	New	+$445K	0.15%	146
2020 Q4	–	Sell	-231	Closed	-$14K	–	572
2020 Q3	$14K	Buy	+231	New	+$13.8K	﹤0.01%	717
2020 Q1	–	Sell	-3,249	Closed	-$208K	–	93
2019 Q4	$208K	Buy	+3,249	New	+$209K	0.23%	112

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's HYD Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 1,340 shares — an estimated $68.8K sold.

Cary Street Partners Investment Advisory first reported a position in HYD in Q4 2019 and held it in 11 quarters. The position peaked at $621K in Q2 2022. 288 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

Cary Street Partners Investment Advisory reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,340 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $68.8K.
Cary Street Partners Investment Advisory first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 11 quarters.
Cary Street Partners Investment Advisory's VanEck High Yield Muni ETF position peaked at $621K in Q2 2022.
288 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.