Cary Street Partners Investment Advisory’s VanEck Short Muni ETF SMB Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-1,822	Closed	-$30.4K	–	1633
2023 Q3	$30.4K	Hold	1,822	–	–	﹤0.01%	992
2023 Q2	$30.7K	Hold	1,822	–	–	﹤0.01%	938
2023 Q1	$31K	Hold	1,822	–	–	﹤0.01%	854
2022 Q4	$30.8K	Buy	+1,822	New	+$30.5K	﹤0.01%	855

Other funds holding SMB

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 1,822 shares — an estimated $30.4K sold.

Cary Street Partners Investment Advisory first reported a position in SMB in Q4 2022 and held it in 4 quarters. The position peaked at $31K in Q1 2023. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,822 VanEck Short Muni ETF shares in Q4 2023, an estimated $30.4K.
Cary Street Partners Investment Advisory first reported a position in VanEck Short Muni ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's VanEck Short Muni ETF position peaked at $31K in Q1 2023.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

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