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Heritage Wealth Management (Arizona)’s VanEck High Yield Muni ETF HYD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-156
Closed -$10K – 906
2021
Q2 		$10K Buy
+156
New +$9.8K ﹤0.01% 656

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYD Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of VanEck High Yield Muni ETF (HYD) in Q3 2021, closing a stake of 156 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in HYD in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 290 funds tracked by Wall St. Rank hold HYD as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining VanEck High Yield Muni ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 156 VanEck High Yield Muni ETF shares in Q3 2021, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in VanEck High Yield Muni ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s VanEck High Yield Muni ETF position peaked at $10K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.