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Cypress Point Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Cypress Point Wealth Management’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
2021
Q4 		– Sell
-20
Closed -$1K – 80
2021
Q3 		$1K Buy
+20
New +$1.27K ﹤0.01% 145

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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Cypress Point Wealth Management's HYD Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Cypress Point Wealth Management first reported a position in HYD in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 20 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $1K.
  • Cypress Point Wealth Management first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's VanEck High Yield Muni ETF position peaked at $1K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.