CPWM LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

CPWM LLC’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
2022 Q2	–	Sell	-7,200	Closed	-$413K	–	386
2022 Q1	$413K	Buy	+7,200	New	+$431K	0.03%	234

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

CPWM LLC's HYD Position: Q2 2022 in Review

CPWM LLC sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 7,200 shares — an estimated $413K sold.

CPWM LLC first reported a position in HYD in Q1 2022 and held it in 1 quarter. The position peaked at $413K in Q1 2022. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

CPWM LLC reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
CPWM LLC sold 7,200 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $413K.
CPWM LLC first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 1 quarter.
CPWM LLC's VanEck High Yield Muni ETF position peaked at $413K in Q1 2022.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on CPWM LLC's 13F filing for Q2 2022, filed 12 Aug 2022.