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Gerber Kawasaki Wealth & Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-167
Closed -$10K – 643
2021
Q3 		$10K Buy
+167
New +$10.6K ﹤0.01% 632

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $55.1B AUM 24.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HYD Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 167 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HYD in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 167 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's VanEck High Yield Muni ETF position peaked at $10K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.