HM Payson & Co’s VanEck Short Muni ETF SMB Stock Holding History

HM Payson & Co’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,929	Closed	-$70K	–	1145
2021 Q4	$70K	Buy	+3,929	New	+$70.5K	﹤0.01%	558

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

HM Payson & Co's SMB Position: Q1 2022 in Review

HM Payson & Co sold out of VanEck Short Muni ETF (SMB) in Q1 2022, closing a stake of 3,929 shares — an estimated $70K sold.

HM Payson & Co first reported a position in SMB in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 110 funds tracked by Wall St. Rank hold SMB as of Q1 2022.

HM Payson & Co reported no remaining VanEck Short Muni ETF position as of Q1 2022 after selling out during the quarter.
HM Payson & Co sold 3,929 VanEck Short Muni ETF shares in Q1 2022, an estimated $70K.
HM Payson & Co first reported a position in VanEck Short Muni ETF in Q4 2021 and held it in 1 quarter.
HM Payson & Co's VanEck Short Muni ETF position peaked at $70K in Q4 2021.
110 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2022.

Based on HM Payson & Co's 13F filing for Q1 2022, filed 12 May 2022.