HCR Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

HCR Wealth Advisors’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 Q1	–	Sell	-3,530	Closed	-$220K	–	196
2021 Q4	$220K	Hold	3,530	–	–	0.03%	183
2021 Q3	$221K	Buy	+3,530	New	+$224K	0.04%	181
2020 Q1	–	Sell	-3,630	Closed	-$233K	–	242
2019 Q4	$233K	Buy	+3,630	New	+$233K	0.06%	141

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DADC

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

HCR Wealth Advisors's HYD Position: Q1 2022 in Review

HCR Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 3,530 shares — an estimated $220K sold.

HCR Wealth Advisors first reported a position in HYD in Q4 2019 and held it in 3 quarters. The position peaked at $233K in Q4 2019. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

HCR Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
HCR Wealth Advisors sold 3,530 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $220K.
HCR Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 3 quarters.
HCR Wealth Advisors's VanEck High Yield Muni ETF position peaked at $233K in Q4 2019.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.