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Centric Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Centric Wealth Management’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-89,400
Closed -$2.09M – 114
2022
Q3 		$2.09M Buy
89,400
+214
+0.2% +$5.21K 0.83% 26
2022
Q2 		$2.17M Buy
+89,186
New +$2.18M 0.79% 27

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Centric Wealth Management's MMIT Position: Q4 2022 in Review

Centric Wealth Management sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q4 2022, closing a stake of 89,400 shares — an estimated $2.09M sold.

Centric Wealth Management first reported a position in MMIT in Q2 2022 and held it in 2 quarters. The position peaked at $2.17M in Q2 2022. 70 funds tracked by Wall St. Rank hold MMIT as of Q4 2022.

  • Centric Wealth Management reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q4 2022 after selling out during the quarter.
  • Centric Wealth Management sold 89,400 NYLIM MacKay Muni Intermediate ETF shares in Q4 2022, an estimated $2.09M.
  • Centric Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q2 2022 and held it in 2 quarters.
  • Centric Wealth Management's NYLIM MacKay Muni Intermediate ETF position peaked at $2.17M in Q2 2022.
  • 70 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q4 2022.

Based on Centric Wealth Management's 13F filing for Q4 2022, filed 4 Jan 2023.